CFFP
Center for 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 | $62.2M | Buy |
262,478
+107,311
| +69% | +$25.4M | 7.13% | 4 |
|
|
2025
Q1 | $34.4M | Buy |
155,167
+3,235
| +2% | +$717K | 4.4% | 5 |
|
|
2024
Q4 | $36.5M | Buy |
151,932
+3,442
| +2% | +$827K | 4.87% | 5 |
|
|
2024
Q3 | $35.2M | Buy |
148,490
+2,822
| +2% | +$669K | 4.78% | 5 |
|
|
2024
Q2 | $31.8M | Buy |
145,668
+4,833
| +3% | +$1.05M | 4.59% | 5 |
|
|
2024
Q1 | $32.2M | Buy |
140,835
+9,113
| +7% | +$2.08M | 4.81% | 5 |
|
|
2023
Q4 | $28.1M | Buy |
131,722
+18,320
| +16% | +$3.91M | 5.16% | 4 |
|
|
2023
Q3 | $21.4M | Buy |
113,402
+3,114
| +3% | +$589K | 4.63% | 4 |
|
|
2023
Q2 | $21.9M | Buy |
110,288
+1,322
| +1% | +$263K | 4.6% | 4 |
|
|
2023
Q1 | $20.7M | Buy |
108,966
+328
| +0.3% | +$62.2K | 4.76% | 4 |
|
|
2022
Q4 | $19.9M | Buy |
108,638
+1,560
| +1% | +$286K | 4.85% | 4 |
|
|
2022
Q3 | $18.3M | Buy |
107,078
+2,166
| +2% | +$370K | 4.89% | 4 |
|
|
2022
Q2 | $18.5M | Sell |
104,912
-9,110
| -8% | -$1.6M | 4.69% | 5 |
|
|
2022
Q1 | $24.2M | Buy |
114,022
+6,485
| +6% | +$1.38M | 4.97% | 5 |
|
|
2021
Q4 | $24.3M | Buy |
107,537
+1,500
| +1% | +$339K | 4.98% | 5 |
|
|
2021
Q3 | $23.2M | Buy |
106,037
+4,645
| +5% | +$1.02M | 5.64% | 5 |
|
|
2021
Q2 | $22.8M | Buy |
101,392
+1,000
| +1% | +$225K | 5.62% | 5 |
|
|
2021
Q1 | $21.5M | Sell |
100,392
-2,363
| -2% | -$506K | 5.61% | 5 |
|
|
2020
Q4 | $20M | Sell |
102,755
-1,283
| -1% | -$250K | 5.67% | 5 |
|
|
2020
Q3 | $16M | Buy |
104,038
+2,881
| +3% | +$443K | 5.15% | 5 |
|
|
2020
Q2 | $14.7M | Buy |
101,157
+15,706
| +18% | +$2.29M | 5.15% | 5 |
|
|
2020
Q1 | $9.86M | Buy |
85,451
+17,876
| +26% | +$2.06M | 3.34% | 6 |
|
|
2019
Q4 | $11.2M | Buy |
+67,575
| New | +$11.2M | 2.8% | 6 |
|