SWA
VB icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,445
Closed -$840K 72
2023
Q3
$840K Buy
+4,445
New +$840K 0.4% 19