IVP
Intrinsic Value Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
9,528
+1,443
| +18% | +$342K | 2.01% | 15 |
|
|
2025
Q1 | $1.79M | Buy |
8,085
+1,050
| +15% | +$233K | 1.77% | 16 |
|
|
2024
Q4 | $1.69M | Sell |
7,035
-150
| -2% | -$36K | 1.7% | 17 |
|
|
2024
Q3 | $1.7M | Buy |
7,185
+4,900
| +214% | +$1.16M | 1.71% | 17 |
|
|
2024
Q2 | $498K | Buy |
2,285
+5
| +0.2% | +$1.09K | 0.52% | 36 |
|
|
2024
Q1 | $521K | Hold |
2,280
| – | – | 0.56% | 40 |
|
|
2023
Q4 | $486K | Buy |
+2,280
| New | +$486K | 0.57% | 36 |
|