WealthPlan Investment Management’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
2023 Q1	–	Sell	-18,581	Closed	-$3.77M	–	572
2022 Q4	$3.77M	Buy	18,581 +144	+0.8%	+$29.2K	0.26%	81
2022 Q3	$3.47M	Buy	+18,437	New	+$3.47M	0.25%	82
2022 Q1	$2.94M	Buy	+15,088	New	+$2.94M	0.2%	101