Disciplined Investments’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	$1.03M	Sell	3,950 -48	-1%	-$13K	0.37%	55
2025 Q4	$1.03M	Sell	3,998 -10	-0.2%	-$2.56K	0.4%	55
2025 Q3	$1.02M	Sell	4,008 -92	-2%	-$22.8K	0.41%	56
2025 Q2	$972K	Sell	4,100 -32	-0.8%	-$7.14K	0.41%	55
2025 Q1	$916K	Sell	4,132 -12	-0.3%	-$2.87K	0.42%	53
2024 Q4	$996K	Buy	4,144 +4	+0.1%	+$984	0.49%	53
2024 Q3	$982K	Sell	4,140 -51	-1%	-$11.6K	0.48%	52
2024 Q2	$914K	Buy	4,191 +6	+0.1%	+$1.32K	0.49%	53
2024 Q1	$957K	Sell	4,185 -18	-0.4%	-$3.87K	0.52%	51
2023 Q4	$897K	Sell	4,203 -1,289	-23%	-$248K	0.53%	57
2023 Q3	$1.04M	Buy	5,492 +44	+0.8%	+$8.77K	0.63%	51
2023 Q2	$1.08M	Sell	5,448 -163	-3%	-$30.8K	0.58%	51
2023 Q1	$1.06M	Sell	5,611 -141	-2%	-$27.3K	0.45%	63
2022 Q4	$1.06M	Buy	5,752 +46	+0.8%	+$8.53K	0.52%	52
2022 Q3	$975K	Sell	5,706 -47	-0.8%	-$8.87K	0.45%	60
2022 Q2	$1.01M	Sell	5,753 -400	-7%	-$77.2K	0.46%	55
2022 Q1	$1.31M	Buy	6,153 +2,866	+87%	+$603K	0.54%	50
2021 Q4	$743K	Sell	3,287 -4	-0.1%	-$909	0.33%	69
2021 Q3	$720K	Buy	3,291 +32	+1%	+$7.11K	0.35%	67
2021 Q2	$734K	Sell	3,259 -87	-3%	-$19.3K	0.38%	66
2021 Q1	$716K	Sell	3,346 -706	-17%	-$149K	0.42%	66
2020 Q4	$789K	Buy	4,052 +1,660	+69%	+$293K	0.53%	49
2020 Q3	$368K	Sell	2,392 -209	-8%	-$32.1K	0.27%	74
2020 Q2	$379K	Buy	2,601 +141	+6%	+$18.9K	0.3%	69
2020 Q1	$284K	Buy	2,460 +1,417	+136%	+$213K	0.27%	73
2019 Q4	$173K	Buy	+1,043	New	+$166K	0.15%	91