Bernardo Wealth Planning’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
2026 Q1	$5.25M	Buy	20,030 +482	+2%	+$130K	1.03%	20
2025 Q4	$5.04M	Sell	19,548 -379	-2%	-$97.1K	0.96%	23
2025 Q3	$5.07M	Sell	19,927 -6	-0%	-$1.49K	0.99%	23
2025 Q2	$4.72M	Buy	19,933 +220	+1%	+$49.1K	1.03%	24
2025 Q1	$4.37M	Buy	19,713 +158	+0.8%	+$37.7K	1.05%	24
2024 Q4	$4.66M	Sell	19,555 -6,006	-23%	-$1.48M	1.11%	24
2024 Q3	$6.19M	Buy	25,561 +905	+4%	+$206K	1.5%	19
2024 Q2	$5.38M	Buy	24,656 +751	+3%	+$165K	1.45%	20
2024 Q1	$5.46M	Buy	23,905 +4,747	+25%	+$1.02M	1.52%	18
2023 Q4	$4.09M	Buy	+19,158	New	+$3.69M	1.29%	21
2020 Q2	–	Sell	-2,373	Closed	-$274K	–	150
2020 Q1	$274K	Sell	2,373 -1,136	-32%	-$171K	0.19%	113
2019 Q4	$581K	Buy	3,509 +2	+0.1%	+$319	0.35%	64
2019 Q3	$539K	Buy	3,507 +389	+12%	+$60.3K	0.39%	57
2019 Q2	$488K	Hold	3,118	–	–	0.38%	65
2019 Q1	$476K	Buy	3,118 +17	+0.5%	+$2.53K	0.38%	67
2018 Q4	$409K	Buy	+3,101	New	+$451K	0.36%	70