Planning Capital Management Corporation’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
2024 Q3	$308K	Buy	1,300 +2	+0.2%	+$475	0.2%	69
2024 Q2	$283K	Buy	1,298 +740	+133%	+$161K	0.2%	71
2024 Q1	$128K	Sell	558 -1,501	-73%	-$343K	0.09%	113
2023 Q4	$439K	Buy	+2,059	New	+$439K	0.34%	47