Regimen Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
853
-58
-6% -$13.8K 0.06% 74
2025
Q1
$202K Buy
911
+3
+0.3% +$666 0.07% 65
2024
Q4
$218K Buy
908
+6
+0.7% +$1.44K 0.07% 62
2024
Q3
$214K Buy
+902
New +$214K 0.07% 63
2024
Q2
Sell
-898
Closed -$205K 72
2024
Q1
$205K Buy
+898
New +$205K 0.07% 61