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Sargent Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History

Sargent Investment Group’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,225
Closed -$225K – 206
2022
Q4 		$225K Buy
+1,225
New +$225K 0.07% 165