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

Stonegate Investment Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$400K	Hold
2025 Q2	$373K	Buy
2025 Q1	$242K	Sell
2024 Q4	$270K	Hold
2024 Q3	$267K	Buy
2024 Q2	$235K	Hold
2024 Q1	$247K	Buy
2023 Q4	$206K	Buy