Hantz Financial Services’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	$309K	Buy	1,178 +379	+47%	+$103K	﹤0.01%	839
2025 Q4	$206K	Buy	799 +263	+49%	+$67.4K	﹤0.01%	854
2025 Q3	$136K	Sell	536 -206	-28%	-$51.1K	﹤0.01%	878
2025 Q2	$176K	Buy	742 +105	+16%	+$23.4K	﹤0.01%	636
2025 Q1	$141K	Buy	+637	New	+$152K	﹤0.01%	587
2024 Q3	–	Sell	-190	Closed	-$41K	–	1188
2024 Q2	$41K	Sell	190 -29	-13%	-$6.37K	﹤0.01%	679
2024 Q1	$50K	Buy	219 +15	+7%	+$3.23K	﹤0.01%	665
2023 Q4	$44K	Hold	204	–	–	﹤0.01%	663
2023 Q3	$39K	Sell	204 -512	-72%	-$102K	﹤0.01%	655
2023 Q2	$142K	Sell	716 -72	-9%	-$13.6K	﹤0.01%	560
2023 Q1	$149K	Buy	788 +72	+10%	+$14K	﹤0.01%	556
2022 Q4	$131K	Hold	716	–	–	﹤0.01%	559
2022 Q3	$122K	Hold	716	–	–	﹤0.01%	544
2022 Q2	$126K	Hold	716	–	–	﹤0.01%	538
2022 Q1	$152K	Buy	+716	New	+$151K	﹤0.01%	543