SFPG
Stonebridge Financial Planning 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 | $542K | Sell |
2,286
-80
| -3% | -$19K | 0.23% | 107 |
|
|
2025
Q1 | $525K | Buy |
2,366
+167
| +8% | +$37K | 0.24% | 103 |
|
|
2024
Q4 | $528K | Sell |
2,199
-19
| -0.9% | -$4.57K | 0.24% | 105 |
|
|
2024
Q3 | $526K | Sell |
2,218
-124
| -5% | -$29.4K | 0.25% | 102 |
|
|
2024
Q2 | $511K | Sell |
2,342
-95
| -4% | -$20.7K | 0.26% | 100 |
|
|
2024
Q1 | $557K | Buy |
2,437
+115
| +5% | +$26.3K | 0.29% | 92 |
|
|
2023
Q4 | $495K | Buy |
+2,322
| New | +$495K | 0.29% | 90 |
|