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

Wingate Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$810K Buy
3,418
+1,026
+43% +$243K 0.72% 46
2025
Q1 		$530K Sell
2,392
-240
-9% -$53.2K 0.61% 52
2024
Q4 		$632K Buy
+2,632
New +$632K 0.62% 47