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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-640
Closed -$140K 384
2021
Q3
$140K Buy
640
+70
+12% +$15.3K 0.09% 107
2021
Q2
$128K Buy
570
+500
+714% +$112K 0.08% 106
2021
Q1
$15K Hold
70
0.01% 247
2020
Q4
$14K Buy
+70
New +$14K 0.01% 238