Cypress 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
2025
Q3
$386K Sell
2025
Q2
$372K Buy
2022
Q4
Sell
2022
Q3
$279K Sell
2022
Q2
$307K Buy