Retirement Planning Group (Kansas)’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
5,224
+22
| +0.4% | +$4.29K | 0.04% | 147 |
|
|
2025
Q1 | $969K | Sell |
5,202
-342
| -6% | -$63.7K | 0.05% | 136 |
|
|
2024
Q4 | $1.1M | Sell |
5,544
-2,300
| -29% | -$456K | 0.06% | 122 |
|
|
2024
Q3 | $1.57M | Buy |
7,844
+3,984
| +103% | +$800K | 0.09% | 96 |
|
|
2024
Q2 | $705K | Sell |
3,860
-652
| -14% | -$119K | 0.04% | 131 |
|
|
2024
Q1 | $866K | Buy |
4,512
+3,199
| +244% | +$614K | 0.07% | 113 |
|
|
2023
Q4 | $236K | Buy |
+1,313
| New | +$236K | 0.02% | 171 |
|
|
2022
Q2 | – | Sell |
-2,041
| Closed | -$359K | – | 132 |
|
|
2022
Q1 | $359K | Buy |
2,041
+5
| +0.2% | +$879 | 0.04% | 82 |
|
|
2021
Q4 | $364K | Sell |
2,036
-39
| -2% | -$6.97K | 0.04% | 80 |
|
|
2021
Q3 | $351K | Sell |
2,075
-9,955
| -83% | -$1.68M | 0.04% | 66 |
|
|
2021
Q2 | $2.09M | Buy |
+12,030
| New | +$2.09M | 0.24% | 29 |
|