Life Planning Partners’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 | $2.5M | Sell |
10,547
-403
| -4% | -$95.5K | 1.99% | 13 |
|
|
2025
Q1 | $2.43M | Buy |
10,950
+70
| +0.6% | +$15.5K | 2.2% | 10 |
|
|
2024
Q4 | $2.61M | Sell |
10,880
-81
| -0.7% | -$19.5K | 2.42% | 10 |
|
|
2024
Q3 | $2.6M | Sell |
10,961
-104
| -0.9% | -$24.7K | 2.32% | 10 |
|
|
2024
Q2 | $2.41M | Buy |
11,065
+1,247
| +13% | +$272K | 2.19% | 10 |
|
|
2024
Q1 | $2.24M | Buy |
9,818
+945
| +11% | +$216K | 2.24% | 10 |
|
|
2023
Q4 | $1.89M | Buy |
+8,873
| New | +$1.89M | 1.86% | 16 |
|
|
2022
Q3 | $1.11M | Buy |
6,501
+234
| +4% | +$40K | 1.27% | 20 |
|
|
2022
Q2 | $1.11M | Buy |
6,267
+296
| +5% | +$52.2K | 1.24% | 21 |
|
|
2022
Q1 | $1.27M | Buy |
5,971
+890
| +18% | +$189K | 1.29% | 20 |
|
|
2021
Q4 | $1.15M | Buy |
+5,081
| New | +$1.15M | 1.16% | 21 |
|