Simplicity Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
2,962
-3,066
| -51% | -$727K | 0.03% | 393 |
|
|
2025
Q1 | $1.34M | Buy |
6,028
+3,835
| +175% | +$850K | 0.1% | 204 |
|
|
2024
Q4 | $527K | Buy |
2,193
+1,273
| +138% | +$306K | 0.11% | 160 |
|
|
2024
Q3 | $218K | Sell |
920
-53,136
| -98% | -$12.6M | 0.02% | 463 |
|
|
2024
Q2 | $11.8M | Sell |
54,056
-128
| -0.2% | -$27.9K | 0.27% | 79 |
|
|
2024
Q1 | $12.4M | Buy |
+54,184
| New | +$12.4M | 0.3% | 66 |
|