MPS Loria Financial Planners’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
Q3
$38M Buy
2025
Q2
$34.7M Sell
2025
Q1
$33.3M Buy
2024
Q4
$34.1M Sell
2024
Q3
$33.9M Buy
2024
Q2
$30.2M Buy