PF
Prosperitas Financial’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $343K | Sell |
1,449
-33,195
| -96% | -$7.87M | 0.16% | 44 |
|
2025
Q1 | $7.68M | Buy |
34,644
+5,387
| +18% | +$1.19M | 3.97% | 9 |
|
2024
Q4 | $7.03M | Buy |
29,257
+543
| +2% | +$130K | 3.56% | 11 |
|
2024
Q3 | $6.81M | Buy |
28,714
+10,017
| +54% | +$2.38M | 3.67% | 11 |
|
2024
Q2 | $4.08M | Sell |
18,697
-263
| -1% | -$57.3K | 2.49% | 14 |
|
2024
Q1 | $4.33M | Buy |
18,960
+682
| +4% | +$156K | 2.78% | 13 |
|
2023
Q4 | $3.9M | Buy |
18,278
+1,100
| +6% | +$235K | 2.87% | 10 |
|
2023
Q3 | $3.25M | Buy |
+17,178
| New | +$3.25M | 2.52% | 12 |
|