Perfromance Wealth Partners’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
         Q2  | $2.67M | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $2.39M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $2.41M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $2.24M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $1.86M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $5.83M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $8.52M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $7.74M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $6.67M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $5.1M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $1.44M | Buy | 
         |