Total 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 | $328K | Sell |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $327K | Buy |
|
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $729K | Buy |
|