Elser Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89M Buy
12,198
+7,195
+144% +$1.71M 3.61% 8
2025
Q1
$1.11M Hold
5,003
1.54% 15
2024
Q4
$1.2M Hold
5,003
0.07% 33
2024
Q3
$1.19M Hold
5,003
1.72% 12
2024
Q2
$1.09M Buy
+5,003
New +$1.09M 0.18% 32