Investments & Financial Planning LLC’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
156,471
+3,648
| +2% | +$865K | 21.36% | 1 |
|
|
2025
Q1 | $33.9M | Buy |
152,823
+765
| +0.5% | +$170K | 22.01% | 1 |
|
|
2024
Q4 | $36.5M | Sell |
152,058
-1,005
| -0.7% | -$241K | 22.52% | 1 |
|
|
2024
Q3 | $36.3M | Buy |
153,063
+108
| +0.1% | +$25.6K | 22.99% | 1 |
|
|
2024
Q2 | $33.4M | Buy |
152,955
+2,320
| +2% | +$506K | 22.39% | 1 |
|
|
2024
Q1 | $34.4M | Buy |
150,635
+775
| +0.5% | +$177K | 23.6% | 1 |
|
|
2023
Q4 | $32M | Buy |
149,860
+38,879
| +35% | +$8.29M | 23.94% | 1 |
|
|
2023
Q3 | $21M | Buy |
110,981
+3,564
| +3% | +$674K | 18.71% | 2 |
|
|
2023
Q2 | $21.4M | Buy |
107,417
+4,053
| +4% | +$806K | 18.5% | 2 |
|
|
2023
Q1 | $19.6M | Buy |
103,364
+6,497
| +7% | +$1.23M | 17.98% | 2 |
|
|
2022
Q4 | $17.8M | Buy |
+96,867
| New | +$17.8M | 17.42% | 3 |
|
|
2022
Q2 | $15.7M | Buy |
89,095
+3,242
| +4% | +$571K | 16.17% | 3 |
|
|
2022
Q1 | $18.2M | Buy |
85,853
+2,886
| +3% | +$613K | 15.95% | 3 |
|
|
2021
Q4 | $17.6M | Buy |
+82,967
| New | +$17.6M | 15.77% | 3 |
|