Ullmann Wealth Partners Group’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
Q3
$500K Hold
2025
Q2
$466K Hold
2025
Q1
$436K Hold
2024
Q4
$473K Hold
2024
Q3
$467K Buy
2021
Q2
Sell
2021
Q1
$281K Buy