Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
11,248
+117
| +1% | +$27.7K | 0.11% | 71 |
|
|
2025
Q1 | $2.47M | Buy |
11,131
+6,556
| +143% | +$1.45M | 0.12% | 68 |
|
|
2024
Q4 | $1.1M | Buy |
4,575
+4
| +0.1% | +$961 | 0.06% | 121 |
|
|
2024
Q3 | $1.08M | Sell |
4,571
-148
| -3% | -$35.1K | 0.06% | 118 |
|
|
2024
Q2 | $1.03M | Sell |
4,719
-1,031
| -18% | -$225K | 0.07% | 100 |
|
|
2024
Q1 | $1.31M | Buy |
5,750
+3,793
| +194% | +$867K | 0.1% | 79 |
|
|
2023
Q4 | $418K | Buy |
+1,957
| New | +$418K | 0.04% | 123 |
|