PD
Planning Directions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
3,117
-123
| -4% | -$29.1K | 0.42% | 36 |
|
|
2025
Q1 | $718K | Sell |
3,240
-137
| -4% | -$30.4K | 0.31% | 56 |
|
|
2024
Q4 | $811K | Sell |
3,377
-222
| -6% | -$53.3K | 0.47% | 34 |
|
|
2024
Q3 | $854K | Sell |
3,599
-278
| -7% | -$65.9K | 0.51% | 34 |
|
|
2024
Q2 | $845K | Sell |
3,877
-199
| -5% | -$43.4K | 0.58% | 31 |
|
|
2024
Q1 | $932K | Sell |
4,076
-840
| -17% | -$192K | 0.65% | 28 |
|
|
2023
Q4 | $1.05M | Buy |
4,916
+205
| +4% | +$43.7K | 0.75% | 26 |
|
|
2023
Q3 | $891K | Sell |
4,711
-209
| -4% | -$39.5K | 0.68% | 27 |
|
|
2023
Q2 | $978K | Sell |
4,920
-226
| -4% | -$44.9K | 0.71% | 29 |
|
|
2023
Q1 | $975K | Buy |
5,146
+202
| +4% | +$38.3K | 0.72% | 26 |
|
|
2022
Q4 | $907K | Sell |
4,944
-227
| -4% | -$41.6K | 0.69% | 26 |
|
|
2022
Q3 | $884K | Sell |
5,171
-994
| -16% | -$170K | 0.71% | 26 |
|
|
2022
Q2 | $1.09M | Sell |
6,165
-1,848
| -23% | -$326K | 0.83% | 24 |
|
|
2022
Q1 | $1.7M | Sell |
8,013
-502
| -6% | -$107K | 1.2% | 20 |
|
|
2021
Q4 | $1.92M | Sell |
8,515
-338
| -4% | -$76.4K | 1.28% | 17 |
|
|
2021
Q3 | $1.94M | Sell |
8,853
-109
| -1% | -$23.8K | 1.41% | 16 |
|
|
2021
Q2 | $2.02M | Sell |
8,962
-631
| -7% | -$142K | 1.48% | 16 |
|
|
2021
Q1 | $2.05M | Sell |
9,593
-585
| -6% | -$125K | 1.62% | 15 |
|
|
2020
Q4 | $1.98M | Sell |
10,178
-217
| -2% | -$42.2K | 1.61% | 15 |
|
|
2020
Q3 | $1.6M | Sell |
10,395
-257
| -2% | -$39.5K | 1.41% | 16 |
|
|
2020
Q2 | $1.55M | Buy |
10,652
+7,087
| +199% | +$1.03M | 1.45% | 17 |
|
|
2020
Q1 | $412K | Sell |
3,565
-6,386
| -64% | -$738K | 0.58% | 37 |
|
|
2019
Q4 | $1.65M | Buy |
9,951
+209
| +2% | +$34.6K | 1.52% | 17 |
|
|
2019
Q3 | $1.5M | Sell |
9,742
-187
| -2% | -$28.8K | 1.44% | 17 |
|
|
2019
Q2 | $1.56M | Sell |
9,929
-63
| -0.6% | -$9.87K | 1.58% | 15 |
|
|
2019
Q1 | $1.53M | Buy |
9,992
+425
| +4% | +$64.9K | 1.81% | 14 |
|
|
2018
Q4 | $1.26M | Buy |
9,567
+107
| +1% | +$14.1K | 1.56% | 15 |
|
|
2018
Q3 | $1.54M | Buy |
9,460
+246
| +3% | +$40K | 1.43% | 17 |
|
|
2018
Q2 | $1.43M | Sell |
9,214
-141
| -2% | -$21.9K | 1.39% | 18 |
|
|
2018
Q1 | $1.37M | Buy |
+9,355
| New | +$1.37M | 1.35% | 16 |
|