HP
Holistic 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 | $1.23M | Buy |
5,189
+526
| +11% | +$125K | 0.35% | 55 |
|
|
2025
Q1 | $1.03M | Sell |
4,663
-84
| -2% | -$18.6K | 0.35% | 55 |
|
|
2024
Q4 | $1.14M | Sell |
4,747
-683
| -13% | -$164K | 0.41% | 47 |
|
|
2024
Q3 | $1.29M | Sell |
5,430
-948
| -15% | -$225K | 0.54% | 40 |
|
|
2024
Q2 | $1.46M | Sell |
6,378
-132
| -2% | -$30.2K | 1.12% | 26 |
|
|
2024
Q1 | $1.49M | Sell |
6,510
-682
| -9% | -$156K | 1.14% | 27 |
|
|
2023
Q4 | $1.53M | Buy |
+7,192
| New | +$1.53M | 1.29% | 26 |
|