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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Buy	6,951 +207	+3%	+$56K	0.77%	28
2025 Q4	$1.74M	Buy	6,744 +349	+5%	+$89.4K	0.74%	29
2025 Q3	$1.63M	Sell	6,395 -139	-2%	-$34.5K	0.73%	29
2025 Q2	$1.55M	Buy	6,534 +24	+0.4%	+$5.35K	0.75%	31
2025 Q1	$1.44M	Buy	6,510 +537	+9%	+$128K	0.76%	31
2024 Q4	$1.44M	Sell	5,973 -286	-5%	-$70.4K	0.77%	29
2024 Q3	$1.48M	Buy	6,259 +18	+0.3%	+$4.09K	0.82%	26
2024 Q2	$1.36M	Sell	6,241 -70	-1%	-$15.4K	0.85%	26
2024 Q1	$1.44M	Buy	6,311 +1,014	+19%	+$218K	0.95%	23
2023 Q4	$1.13M	Buy	5,297 +352	+7%	+$67.8K	0.86%	27
2023 Q3	$935K	Buy	4,945 +761	+18%	+$152K	0.87%	26
2023 Q2	$793K	Hold	4,184	–	–	0.79%	28
2023 Q1	$793K	Buy	4,184 +1,611	+63%	+$312K	0.81%	28
2022 Q4	$472K	Buy	+2,573	New	+$477K	0.51%	33