SP
Sequent Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
1,875
+315
| +20% | +$74.6K | 0.14% | 99 |
|
|
2025
Q1 | $346K | Buy |
1,560
+2
| +0.1% | +$444 | 0.12% | 105 |
|
|
2024
Q4 | $374K | Hold |
1,558
| – | – | 0.14% | 100 |
|
|
2024
Q3 | $370K | Buy |
1,558
+321
| +26% | +$76.1K | 0.13% | 105 |
|
|
2024
Q2 | $268K | Buy |
1,237
+44
| +4% | +$9.52K | 0.09% | 119 |
|
|
2024
Q1 | $273K | Buy |
+1,193
| New | +$273K | 0.1% | 119 |
|