Vantage Financial Partners (Wisconsin)’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 Q4	$873K	Sell	3,383 -38	-1%	-$9.73K	0.18%	77
2025 Q3	$870K	Sell	3,421 -183	-5%	-$45.4K	0.18%	74
2025 Q2	$854K	Sell	3,604 -97	-3%	-$21.6K	0.2%	72
2025 Q1	$821K	Sell	3,701 -2,066	-36%	-$493K	0.2%	70
2024 Q4	$1.39M	Sell	5,767 -878	-13%	-$216K	0.35%	42
2024 Q3	$1.58M	Sell	6,645 -1,236	-16%	-$281K	0.39%	34
2024 Q2	$1.72M	Sell	7,881 -2,244	-22%	-$493K	0.45%	28
2024 Q1	$2.31M	Buy	10,125 +117	+1%	+$25.2K	0.62%	27
2023 Q4	$2.14M	Buy	10,008 +8,624	+623%	+$1.66M	0.63%	26
2023 Q3	$262K	Sell	1,384 -4	-0.3%	-$797	0.1%	64
2023 Q2	$276K	Buy	1,388 +6	+0.4%	+$1.13K	0.1%	64
2023 Q1	$262K	Sell	1,382 -90	-6%	-$17.5K	0.1%	67
2022 Q4	$270K	Sell	1,472 -560	-28%	-$104K	0.16%	48
2022 Q3	$347K	Buy	2,032 +75	+4%	+$14.2K	0.23%	33
2022 Q2	$345K	Sell	1,957 -241	-11%	-$46.5K	0.2%	36
2022 Q1	$467K	Buy	2,198 +4	+0.2%	+$842	0.24%	32
2021 Q4	$496K	Buy	+2,194	New	+$499K	0.19%	30