OLIO 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
Q3 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $251K | Buy |
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