Sterling Group Wealth Management’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
2025
Q1
Sell
2024
Q4
$210K Hold
2024
Q3
$207K Sell
2024
Q2
$236K Buy
2024
Q1
Sell
2023
Q4
$286K Sell
2023
Q3
$256K Hold
2023
Q2
$269K Buy
2023
Q1
$228K Buy