LifePlan Investment Advisors’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 | $1.27M | Buy |
5,357
+1,242
| +30% | +$294K | 0.63% | 47 |
|
|
2025
Q1 | $913K | Buy |
4,115
+496
| +14% | +$110K | 0.52% | 50 |
|
|
2024
Q4 | $870K | Buy |
3,619
+252
| +7% | +$60.6K | 0.54% | 47 |
|
|
2024
Q3 | $799K | Buy |
3,367
+637
| +23% | +$151K | 0.51% | 46 |
|
|
2024
Q2 | $595K | Buy |
2,730
+641
| +31% | +$140K | 0.43% | 50 |
|
|
2024
Q1 | $478K | Buy |
+2,089
| New | +$478K | 0.38% | 52 |
|