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

Transform Wealth’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 Q1	$399K	Buy
2024 Q4	$431K	Buy
2024 Q3	$322K	Sell
2024 Q2	$300K	Sell
2024 Q1	$350K	Buy
2023 Q4	$287K	Buy
2023 Q3	$214K	Sell
2023 Q2	$449K	Buy
2023 Q1	$427K	Buy
2022 Q4	$206K	Buy