SFPM
Sensible Financial Planning & Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
20,573
+1,427
| +7% | +$338K | 0.93% | 19 |
|
|
2025
Q1 | $4.25M | Buy |
19,146
+3,183
| +20% | +$706K | 0.85% | 19 |
|
|
2024
Q4 | $3.84M | Buy |
15,963
+802
| +5% | +$193K | 0.8% | 19 |
|
|
2024
Q3 | $3.6M | Sell |
15,161
-1,156
| -7% | -$274K | 0.71% | 19 |
|
|
2024
Q2 | $3.56M | Buy |
16,317
+497
| +3% | +$108K | 0.77% | 19 |
|
|
2024
Q1 | $3.62M | Buy |
15,820
+1,405
| +10% | +$321K | 0.8% | 19 |
|
|
2023
Q4 | $3.08M | Buy |
14,415
+117
| +0.8% | +$25K | 0.72% | 20 |
|
|
2023
Q3 | $2.7M | Sell |
14,298
-2,275
| -14% | -$430K | 0.68% | 19 |
|
|
2023
Q2 | $3.3M | Sell |
16,573
-1,109
| -6% | -$221K | 0.77% | 21 |
|
|
2023
Q1 | $3.35M | Sell |
17,682
-6
| -0% | -$1.14K | 0.79% | 19 |
|
|
2022
Q4 | $3.25M | Buy |
17,688
+4,435
| +33% | +$814K | 0.81% | 17 |
|
|
2022
Q3 | $2.27M | Buy |
13,253
+344
| +3% | +$58.8K | 0.58% | 21 |
|
|
2022
Q2 | $2.27M | Buy |
12,909
+1,659
| +15% | +$292K | 0.57% | 23 |
|
|
2022
Q1 | $2.39M | Buy |
11,250
+657
| +6% | +$140K | 0.64% | 23 |
|
|
2021
Q4 | $2.39M | Buy |
10,593
+764
| +8% | +$173K | 0.68% | 22 |
|
|
2021
Q3 | $2.15M | Buy |
9,829
+215
| +2% | +$47K | 0.7% | 21 |
|
|
2021
Q2 | $2.17M | Sell |
9,614
-672
| -7% | -$151K | 0.73% | 22 |
|
|
2021
Q1 | $2.2M | Buy |
10,286
+1,232
| +14% | +$264K | 0.81% | 20 |
|
|
2020
Q4 | $1.76M | Buy |
9,054
+327
| +4% | +$63.7K | 0.66% | 24 |
|
|
2020
Q3 | $1.34M | Buy |
8,727
+1,368
| +19% | +$210K | 0.55% | 23 |
|
|
2020
Q2 | $1.07M | Buy |
7,359
+1,742
| +31% | +$254K | 0.46% | 26 |
|
|
2020
Q1 | $648K | Buy |
5,617
+1,017
| +22% | +$117K | 0.31% | 26 |
|
|
2019
Q4 | $762K | Buy |
4,600
+249
| +6% | +$41.2K | 0.32% | 26 |
|
|
2019
Q3 | $670K | Hold |
4,351
| – | – | 0.29% | 24 |
|
|
2019
Q2 | $682K | Hold |
4,351
| – | – | 0.29% | 23 |
|
|
2019
Q1 | $665K | Hold |
4,351
| – | – | 0.3% | 23 |
|
|
2018
Q4 | $574K | Hold |
4,351
| – | – | 0.28% | 23 |
|
|
2018
Q3 | $707K | Hold |
4,351
| – | – | 0.33% | 21 |
|
|
2018
Q2 | $677K | Hold |
4,351
| – | – | 0.32% | 21 |
|
|
2018
Q1 | $639K | Buy |
4,351
+925
| +27% | +$136K | 0.3% | 20 |
|
|
2017
Q4 | $506K | Buy |
3,426
+1,317
| +62% | +$195K | 0.26% | 20 |
|
|
2017
Q3 | $298K | Hold |
2,109
| – | – | 0.16% | 22 |
|
|
2017
Q2 | $286K | Sell |
2,109
-12
| -0.6% | -$1.63K | 0.18% | 22 |
|
|
2017
Q1 | $283K | Hold |
2,121
| – | – | 0.18% | 23 |
|
|
2016
Q4 | $274K | Hold |
2,121
| – | – | 0.19% | 23 |
|
|
2016
Q3 | $259K | Sell |
2,121
-1,272
| -37% | -$155K | 0.18% | 24 |
|
|
2016
Q2 | $393K | Buy |
3,393
+883
| +35% | +$102K | 0.28% | 20 |
|
|
2016
Q1 | $280K | Sell |
2,510
-937
| -27% | -$105K | 0.2% | 23 |
|
|
2015
Q4 | $381K | Sell |
3,447
-71
| -2% | -$7.85K | 0.29% | 19 |
|
|
2015
Q3 | $380K | Sell |
3,518
-688
| -16% | -$74.3K | 0.3% | 20 |
|
|
2015
Q2 | $511K | Hold |
4,206
| – | – | 0.42% | 21 |
|
|
2015
Q1 | $515K | Buy |
4,206
+1,199
| +40% | +$147K | 0.47% | 22 |
|
|
2014
Q4 | $351K | Buy |
+3,007
| New | +$351K | 0.36% | 25 |
|