Partners in Financial Planning’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 | $1.64M | Sell |
6,941
-36
| -0.5% | -$8.53K | 0.3% | 32 |
|
|
2025
Q1 | $1.55M | Buy |
6,977
+11
| +0.2% | +$2.44K | 0.31% | 32 |
|
|
2024
Q4 | $1.67M | Buy |
6,966
+16
| +0.2% | +$3.84K | 0.34% | 32 |
|
|
2024
Q3 | $1.65M | Buy |
6,950
+12
| +0.2% | +$2.85K | 0.33% | 31 |
|
|
2024
Q2 | $1.51M | Sell |
6,938
-23
| -0.3% | -$5.02K | 0.33% | 31 |
|
|
2024
Q1 | $1.59M | Buy |
6,961
+190
| +3% | +$43.4K | 0.35% | 33 |
|
|
2023
Q4 | $1.44M | Buy |
6,771
+13
| +0.2% | +$2.77K | 0.34% | 36 |
|
|
2023
Q3 | $1.28M | Buy |
6,758
+10
| +0.1% | +$1.89K | 0.33% | 37 |
|
|
2023
Q2 | $1.34M | Buy |
6,748
+10
| +0.1% | +$1.99K | 0.34% | 37 |
|
|
2023
Q1 | $1.28M | Sell |
6,738
-9
| -0.1% | -$1.71K | 0.34% | 38 |
|
|
2022
Q4 | $1.23M | Buy |
6,747
+15
| +0.2% | +$2.74K | 0.34% | 39 |
|
|
2022
Q3 | $1.29M | Buy |
6,732
+1,904
| +39% | +$364K | 0.37% | 32 |
|
|
2022
Q2 | $943K | Buy |
4,828
+5
| +0.1% | +$977 | 0.3% | 35 |
|
|
2022
Q1 | $975K | Buy |
4,823
+5
| +0.1% | +$1.01K | 0.31% | 35 |
|
|
2021
Q4 | $1.01M | Buy |
4,818
+7
| +0.1% | +$1.46K | 0.31% | 35 |
|
|
2021
Q3 | $1.05M | Buy |
4,811
+5
| +0.1% | +$1.09K | 0.33% | 31 |
|
|
2021
Q2 | $1.08M | Buy |
+4,806
| New | +$1.08M | 0.34% | 31 |
|