My Personal CFO LLC’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 | $317K | Sell |
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|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $337K | Buy |
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