Abacus Planning Group’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
Q2
$5.52M Sell
2025
Q1
$5.43M Sell
2024
Q4
$6.63M Sell
2024
Q3
$6.66M Sell
2024
Q2
$6.23M Sell
2024
Q1
$6.6M Buy
2023
Q4
$6.11M Sell
2023
Q3
$5.72M Sell
2023
Q2
$6.18M Sell
2023
Q1
$5.98M Sell
2022
Q4
$5.94M Sell
2022
Q3
$6.01M Sell
2022
Q2
$6.73M Sell
2022
Q1
$9.25M Sell
2021
Q4
$11.7M Sell
2021
Q3
$11.6M Sell
2021
Q2
$12M Buy
2021
Q1
$10.7M Buy
2020
Q4
$9.45M Buy
2020
Q3
$7.17M Buy
2020
Q2
$6.36M Buy
2020
Q1
$1.15M Buy
2019
Q3
Sell
2019
Q2
$205K Buy