IPA
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Investment Planning Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Investment Planning Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$296K Buy
1,250
+48
+4% +$11.4K 0.1% 64
2025
Q1 		$267K Buy
1,202
+110
+10% +$24.4K 0.11% 63
2024
Q4 		$262K Buy
+1,092
New +$262K 0.11% 56