PSA
Plum Street Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Sell |
56,343
-70
| -0.1% | -$16.6K | 5.89% | 4 |
|
|
2025
Q1 | $12.5M | Buy |
56,413
+3,029
| +6% | +$672K | 6.03% | 4 |
|
|
2024
Q4 | $12.8M | Buy |
53,384
+688
| +1% | +$165K | 6.33% | 4 |
|
|
2024
Q3 | $12.5M | Buy |
52,696
+2,041
| +4% | +$484K | 6.33% | 4 |
|
|
2024
Q2 | $11M | Sell |
50,655
-2,041
| -4% | -$445K | 6.44% | 4 |
|
|
2024
Q1 | $12.5M | Buy |
52,696
+3,980
| +8% | +$944K | 6.33% | 4 |
|
|
2023
Q4 | $10.4M | Buy |
+48,716
| New | +$10.4M | 6.92% | 4 |
|