PS
Planned Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-478
| Closed | -$113K | – | 609 |
|
|
2024
Q3 | $113K | Buy |
+478
| New | +$113K | 0.05% | 184 |
|
|
2024
Q1 | – | Sell |
-338
| Closed | -$72.1K | – | 529 |
|
|
2023
Q4 | $72.1K | Buy |
+338
| New | +$72.1K | 0.03% | 232 |
|
|
2021
Q1 | – | Sell |
-204
| Closed | -$40K | – | 389 |
|
|
2020
Q4 | $40K | Hold |
204
| – | – | 0.03% | 233 |
|
|
2020
Q3 | $31K | Buy |
+204
| New | +$31K | 0.03% | 191 |
|