Litman Gregory Wealth Management’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 Q4	$403K	Hold	1,563	–	–	0.03%	109
2025 Q3	$397K	Sell	1,563 -391	-20%	-$97K	0.03%	111
2025 Q2	$463K	Sell	1,954 -300	-13%	-$66.9K	0.04%	96
2025 Q1	$500K	Sell	2,254 -339	-13%	-$81K	0.04%	88
2024 Q4	$623K	Hold	2,593	–	–	0.05%	75
2024 Q3	$615K	Buy	2,593 +21	+0.8%	+$4.77K	0.05%	80
2024 Q2	$561K	Hold	2,572	–	–	0.05%	81
2024 Q1	$588K	Buy	2,572 +235	+10%	+$50.5K	0.05%	82
2023 Q4	$499K	Buy	2,337 +74	+3%	+$14.3K	0.05%	83
2023 Q3	$428K	Hold	2,263	–	–	0.04%	88
2023 Q2	$450K	Buy	+2,263	New	+$428K	0.06%	58
2023 Q1	–	Sell	-2,263	Closed	-$415K	–	95
2022 Q4	$415K	Buy	2,263 +603	+36%	+$112K	0.06%	61
2022 Q3	$284K	Buy	1,660 +140	+9%	+$26.4K	0.05%	62
2022 Q2	$268K	Buy	+1,520	New	+$294K	0.04%	83
2021 Q2	–	Sell	-164	Closed	-$35K	–	181
2021 Q1	$35K	Hold	164	–	–	0.01%	113
2020 Q4	$32K	Hold	164	–	–	0.01%	113
2020 Q3	$25K	Hold	164	–	–	0.01%	116
2020 Q2	$24K	Hold	164	–	–	0.01%	108
2020 Q1	$19K	Buy	164 +8	+5%	+$1.2K	﹤0.01%	105
2019 Q4	$26K	Hold	156	–	–	0.01%	115
2019 Q3	$24K	Hold	156	–	–	0.01%	103
2019 Q2	$24K	Buy	156 +50	+47%	+$7.73K	0.01%	131
2019 Q1	$16K	Hold	106	–	–	﹤0.01%	97
2018 Q4	$14K	Hold	106	–	–	﹤0.01%	106
2018 Q3	$17K	Buy	106 +65	+159%	+$10.5K	0.01%	77
2018 Q2	$6K	Hold	41	–	–	﹤0.01%	83
2018 Q1	$6K	Buy	+41	New	+$6.12K	﹤0.01%	148