Tempus Wealth Planning’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $347K | Buy |
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|
2025
Q2 | $318K | Hold |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $950K | Sell |
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|
2021
Q1 | $1.52M | Buy |
|