Asset Planning Corporation’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 | $5.32M | Sell |
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|
2025
Q1 | $5.04M | Buy |
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|
2024
Q4 | $5.3M | Sell |
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|
2024
Q3 | $5.46M | Sell |
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|
2024
Q2 | $5.06M | Sell |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $9M | Buy |
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|
2023
Q2 | $9.43M | Buy |
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|
2023
Q1 | $8.6M | Buy |
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|
2022
Q4 | $8.2M | Buy |
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|
2022
Q3 | $7.53M | Buy |
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|
2022
Q2 | $7.61M | Buy |
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|
2022
Q1 | $8.71M | Buy |
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|
2021
Q4 | $9.04M | Buy |
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|
2021
Q3 | $8.72M | Buy |
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|
2021
Q2 | $8.77M | Buy |
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|
2021
Q1 | $8.25M | Sell |
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|
2020
Q4 | $8.4M | Buy |
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