Essential 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 | $357K | Hold |
1,506
| – | – | 0.13% | 62 |
|
|
2025
Q1 | $334K | Sell |
1,506
-7,494
| -83% | -$1.66M | 0.13% | 62 |
|
|
2024
Q4 | $2.19M | Buy |
9,000
+7,524
| +510% | +$1.83M | 0.01% | 183 |
|
|
2024
Q3 | $350K | Hold |
1,476
| – | – | 0.14% | 57 |
|
|
2024
Q2 | $322K | Buy |
+1,476
| New | +$322K | 0.14% | 54 |
|