Sequent Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Sequent Planning’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$444K	Buy
2025 Q1	$346K	Buy
2024 Q4	$374K	Hold
2024 Q3	$370K	Buy
2024 Q2	$268K	Buy
2024 Q1	$273K	Buy