BFP
Beacon Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Sell |
26,658
-751
| -3% | -$178K | 3.53% | 7 |
|
|
2025
Q1 | $6.08M | Buy |
27,409
+2,357
| +9% | +$523K | 3.49% | 7 |
|
|
2024
Q4 | $6.02M | Buy |
25,052
+3,042
| +14% | +$731K | 3.5% | 8 |
|
|
2024
Q3 | $5.22M | Buy |
22,010
+2,298
| +12% | +$545K | 3.22% | 7 |
|
|
2024
Q2 | $4.3M | Buy |
19,712
+1,119
| +6% | +$244K | 2.92% | 7 |
|
|
2024
Q1 | $4.25M | Buy |
18,593
+1,638
| +10% | +$374K | 2.97% | 7 |
|
|
2023
Q4 | $3.62M | Sell |
16,955
-141
| -0.8% | -$30.1K | 2.83% | 8 |
|
|
2023
Q3 | $3.23M | Buy |
17,096
+1,816
| +12% | +$343K | 2.79% | 9 |
|
|
2023
Q2 | $3.04M | Buy |
15,280
+1,098
| +8% | +$218K | 2.58% | 9 |
|
|
2023
Q1 | $2.69M | Buy |
14,182
+689
| +5% | +$131K | 2.52% | 9 |
|
|
2022
Q4 | $2.48M | Buy |
+13,493
| New | +$2.48M | 2.57% | 8 |
|