CFP

Cypress 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	$372K	Buy	+1,568	New	+$372K	0.12%	55
2022 Q4	–	Sell	-1,630	Closed	-$279K	–	55
2022 Q3	$279K	Sell	1,630 -111	-6%	-$19K	0.2%	45
2022 Q2	$307K	Buy	+1,741	New	+$307K	0.21%	43