Trek Financial’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
$659K Buy
2024
Q3
$338K Buy
2019
Q4
Sell
2019
Q3
$3.41M Hold
2019
Q2
$3.41M Sell
2019
Q1
$3.38M Sell
2018
Q4
$3M Buy