Lutz Financial Services’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
Q2 | $601K | Hold |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $863K | Hold |
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|
2024
Q3 | $852K | Sell |
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|
2024
Q2 | $788K | Hold |
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|
2024
Q1 | $827K | Hold |
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|
2023
Q4 | $771K | Hold |
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|
2023
Q3 | $684K | Sell |
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|
2023
Q2 | $955K | Hold |
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|
2023
Q1 | $910K | Sell |
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|
2022
Q4 | $1,000K | Hold |
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|
2022
Q3 | $931K | Sell |
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|
2022
Q2 | $964K | Buy |
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