MSFP
Mark Sheptoff Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1K | Sell |
300
-132
| -31% | -$31.3K | 0.04% | 155 |
|
|
2025
Q1 | $95.8K | Buy |
432
+12
| +3% | +$2.66K | 0.05% | 125 |
|
|
2024
Q4 | $101K | Hold |
420
| – | – | 0.05% | 121 |
|
|
2024
Q3 | $99.6K | Hold |
420
| – | – | 0.05% | 129 |
|
|
2024
Q2 | $91.6K | Buy |
420
+120
| +40% | +$26.2K | 0.05% | 140 |
|
|
2024
Q1 | $68.6K | Hold |
300
| – | – | 0.04% | 152 |
|
|
2023
Q4 | $64K | Hold |
300
| – | – | 0.04% | 144 |
|
|
2023
Q3 | $56.7K | Hold |
300
| – | – | 0.04% | 140 |
|
|
2023
Q2 | $59.7K | Hold |
300
| – | – | 0.03% | 149 |
|
|
2023
Q1 | $56.9K | Hold |
300
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $55.1K | Hold |
300
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $51K | Hold |
300
| – | – | 0.03% | 143 |
|
|
2022
Q2 | $53K | Hold |
300
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $64K | Buy |
+300
| New | +$64K | 0.03% | 158 |
|