Vestia Personal Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
1,590
+315
+25% +$74.7K 0.26% 60
2025
Q1
$283K Sell
1,275
-18
-1% -$3.99K 0.22% 67
2024
Q4
$311K Buy
1,293
+25
+2% +$6.01K 0.26% 60
2024
Q3
$301K Buy
1,268
+21
+2% +$4.98K 0.28% 54
2024
Q2
$272K Buy
+1,247
New +$272K 0.29% 58