Platform Technology 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
2026 Q1	$612K	Buy	2,338 +89	+4%	+$24.1K	0.12%	149
2025 Q4	$580K	Buy	2,249 +15	+0.7%	+$3.84K	0.12%	145
2025 Q3	$568K	Buy	2,234 +481	+27%	+$119K	0.14%	139
2025 Q2	$415K	Buy	1,753 +55	+3%	+$12.3K	0.11%	164
2025 Q1	$376K	Sell	1,698 -148	-8%	-$35.3K	0.11%	158
2024 Q4	$444K	Buy	1,846 +31	+2%	+$7.63K	0.13%	138
2024 Q3	$431K	Buy	1,815 +287	+19%	+$65.2K	0.14%	137
2024 Q2	$333K	Buy	+1,528	New	+$336K	0.11%	155
2023 Q4	$319K	Buy	1,475 +407	+38%	+$78.4K	0.12%	153
2023 Q3	$202K	Sell	1,068 -24	-2%	-$4.78K	0.09%	176
2023 Q2	$221K	Sell	1,092 -360	-25%	-$68K	0.1%	170
2023 Q1	$275K	Sell	1,452 -50	-3%	-$9.7K	0.14%	152
2022 Q4	$276K	Sell	1,502 -218	-13%	-$40.4K	0.14%	144
2022 Q3	$294K	Buy	1,720 +103	+6%	+$19.4K	0.17%	134
2022 Q2	$285K	Buy	1,617 +580	+56%	+$112K	0.16%	139
2022 Q1	$220K	Buy	1,037 +107	+12%	+$22.5K	0.11%	168
2021 Q4	$210K	Buy	+930	New	+$211K	0.09%	188