Sensible Financial Planning & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
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|
2025
Q1 | $4.25M | Buy |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.56M | Buy |
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|
2024
Q1 | $3.62M | Buy |
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|
2023
Q4 | $3.08M | Buy |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $3.35M | Sell |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $2.17M | Sell |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $648K | Buy |
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|
2019
Q4 | $762K | Buy |
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|
2019
Q3 | $670K | Hold |
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|
2019
Q2 | $682K | Hold |
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|
2019
Q1 | $665K | Hold |
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|
2018
Q4 | $574K | Hold |
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|
2018
Q3 | $707K | Hold |
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|
2018
Q2 | $677K | Hold |
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|
2018
Q1 | $639K | Buy |
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|
2017
Q4 | $506K | Buy |
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|
2017
Q3 | $298K | Hold |
|
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|
2017
Q2 | $286K | Sell |
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|
2017
Q1 | $283K | Hold |
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|
2016
Q4 | $274K | Hold |
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|
2016
Q3 | $259K | Sell |
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|
2016
Q2 | $393K | Buy |
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|
2016
Q1 | $280K | Sell |
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|
2015
Q4 | $381K | Sell |
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|
2015
Q3 | $380K | Sell |
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|
2015
Q2 | $511K | Hold |
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|
2015
Q1 | $515K | Buy |
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|
2014
Q4 | $351K | Buy |
|