Base Wealth Management LLC’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
$248K Sell
1,045
-317
-23% -$75.1K 0.16% 48
2025
Q1
$302K Buy
+1,362
New +$302K 0.23% 41