Transamerica Financial 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	$538K	Buy	2,054 +811	+65%	+$219K	0.05%	280
2025 Q4	$321K	Buy	1,243 +405	+48%	+$104K	0.03%	297
2025 Q3	$214K	Buy	+838	New	+$208K	0.02%	319
2024 Q3	–	Sell	-47	Closed	-$11K	–	662
2024 Q2	$11K	Hold	47	–	–	﹤0.01%	313
2024 Q1	$11K	Sell	47 -2,521	-98%	-$542K	﹤0.01%	342
2023 Q4	$548K	Buy	+2,568	New	+$495K	0.08%	168
2015 Q3	–	Sell	-2	Closed	-$1K	–	919
2015 Q2	$1K	Sell	2 -10,711	-100%	-$1.32M	﹤0.01%	860
2015 Q1	$1.31M	Sell	10,713 -2,741	-20%	-$325K	0.09%	152
2014 Q4	$1.57M	Buy	13,454 +5,477	+69%	+$623K	0.12%	103
2014 Q3	$883K	Buy	7,977 +7,974	+265,800%	+$913K	0.08%	121
2014 Q2	$1K	Hold	3	–	–	﹤0.01%	658
2014 Q1	$1K	Buy	3 +2	+200%	+$222	﹤0.01%	620
2013 Q4	$1K	Buy	+1	New	+$106	﹤0.01%	586
2013 Q3	–	Sell	-21	Closed	-$2K	–	636
2013 Q2	$2K	Buy	+21	New	+$1.94K	﹤0.01%	524