Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Sell |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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