Mark Sheptoff Financial Planning’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 | $71.1K | Sell |
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|
2025
Q1 | $95.8K | Buy |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $99.6K | Hold |
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|
2024
Q2 | $91.6K | Buy |
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|
2024
Q1 | $68.6K | Hold |
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|
2023
Q4 | $64K | Hold |
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|
2023
Q3 | $56.7K | Hold |
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|
2023
Q2 | $59.7K | Hold |
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|
2023
Q1 | $56.9K | Hold |
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|
2022
Q4 | $55.1K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $64K | Buy |
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