Valtinson Bruner Financial 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
Q2 | $3.45M | Buy |
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|
2025
Q1 | $2.61M | Sell |
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|
2024
Q4 | $3.4M | Sell |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.96M | Buy |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $1.77M | Sell |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $2.23M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $985K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $314K | Buy |
|