MPS Loria Financial Planners’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	$34.7M	Sell	146,339 -3,855	-3%	-$914K	10.21%	4
2025 Q1	$33.3M	Buy	150,194 +8,079	+6%	+$1.79M	9.88%	4
2024 Q4	$34.1M	Sell	142,115 -579	-0.4%	-$139K	10.11%	3
2024 Q3	$33.9M	Buy	142,694 +4,072	+3%	+$966K	10.09%	4
2024 Q2	$30.2M	Buy	+138,622	New	+$30.2M	9.74%	4