Aventura Private Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2074418
AVENTURA, FL
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$28,025
+$425 QoQ
Shares Held
107
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,025 | 107 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,600 | 107 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $27,207 | 107 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $25,356 | 107 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $16,631 | 75 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $18,021 | 75 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||