Clear Perspectives Financial 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
2023
Q1
$243K Buy
2022
Q4
$227K Sell
2022
Q3
$212K Sell
2022
Q2
$253K Sell
2022
Q1
$384K Sell
2021
Q4
$438K Sell
2021
Q3
$434K Buy
2021
Q2
$430K Buy
2021
Q1
$386K Sell
2020
Q4
$365K Buy