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Simplicity Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Simplicity Solutions’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$11.3M Sell
53,036
-2,944
-5% -$628K 0.31% 57
2023
Q3 		$10.6M Sell
55,980
-48,728
-47% -$9.21M 0.34% 57
2023
Q2 		$20.8M Sell
104,708
-292
-0.3% -$58.1K 0.57% 32
2023
Q1 		$19.9M Buy
105,000
+100,224
+2,098% +$19M 0.52% 33
2022
Q4 		$877K Sell
4,776
-1,912
-29% -$351K 0.12% 221
2022
Q3 		$1.14M Sell
6,688
-330
-5% -$56.4K 0.17% 149
2022
Q2 		$1.24M Sell
7,018
-398
-5% -$70.1K 0.16% 155
2022
Q1 		$1.58M Sell
7,416
-5,670
-43% -$1.2M 0.19% 117
2021
Q4 		$2.96M Buy
13,086
+7,538
+136% +$1.7M 0.33% 72
2021
Q3 		$1.21M Buy
5,548
+604
+12% +$132K 0.19% 120
2021
Q2 		$1.11M Sell
4,944
-301
-6% -$67.8K 0.22% 102
2021
Q1 		$1.12M Sell
5,245
-24,187
-82% -$5.18M 0.25% 85
2020
Q4 		$5.73M Buy
29,432
+867
+3% +$169K 0.09% 211
2020
Q3 		$4.39M Sell
28,565
-1,663
-6% -$256K 0.08% 208
2020
Q2 		$4.41M Buy
30,228
+15,124
+100% +$2.2M 0.09% 190
2020
Q1 		$1.74M Buy
15,104
+41
+0.3% +$4.73K 0.05% 239
2019
Q4 		$2.5M Buy
15,063
+7,836
+108% +$1.3M 0.08% 206
2019
Q3 		$1.11M Buy
7,227
+1,150
+19% +$177K 0.05% 271
2019
Q2 		$952K Sell
6,077
-9,546
-61% -$1.5M 0.04% 264
2019
Q1 		$2.39M Buy
15,623
+544
+4% +$83.1K 0.14% 135
2018
Q4 		$1.99M Buy
15,079
+11,857
+368% +$1.56M 0.26% 96
2018
Q3 		$524K Buy
3,222
+1,428
+80% +$232K 0.03% 254
2018
Q2 		$279K Buy
+1,794
New +$279K 0.02% 384
2018
Q1 		– Sell
-1,531
Closed -$226K – 403
2017
Q4 		$226K Buy
+1,531
New +$226K 0.02% 338