SFSG
Sound Financial Strategies Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
3,522
-13
| -0.4% | -$3.08K | 0.71% | 32 |
|
|
2025
Q1 | $784K | Buy |
3,535
+522
| +17% | +$116K | 0.7% | 33 |
|
|
2024
Q4 | $724K | Sell |
3,013
-272
| -8% | -$65.4K | 0.6% | 58 |
|
|
2024
Q3 | $779K | Sell |
3,285
-35
| -1% | -$8.3K | 0.63% | 43 |
|
|
2024
Q2 | $724K | Buy |
+3,320
| New | +$724K | 0.63% | 30 |
|