WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,914
| Closed | -$3.82M | – | 345 |
|
|
2023
Q4 | $3.82M | Buy |
17,914
+26
| +0.1% | +$5.55K | 0.39% | 78 |
|
|
2023
Q3 | $3.38M | Buy |
17,888
+89
| +0.5% | +$16.8K | 0.39% | 71 |
|
|
2023
Q2 | $3.54M | Sell |
17,799
-314
| -2% | -$62.5K | 0.5% | 50 |
|
|
2023
Q1 | $3.43M | Sell |
18,113
-480
| -3% | -$91K | 0.39% | 66 |
|
|
2022
Q4 | $3.78M | Buy |
+18,593
| New | +$3.78M | 0.26% | 81 |
|
|
2022
Q1 | $2.94M | Buy |
15,088
+267
| +2% | +$52.1K | 0.2% | 101 |
|
|
2021
Q4 | $3.09M | Buy |
+14,821
| New | +$3.09M | 0.2% | 93 |
|
|
2017
Q2 | – | Sell |
-64
| Closed | -$8.38K | – | 413 |
|
|
2017
Q1 | $8.38K | Buy |
+64
| New | +$8.38K | 0.03% | 291 |
|
|
2016
Q3 | $32.7K | Buy |
271
+57
| +27% | +$6.88K | 0.01% | 401 |
|
|
2016
Q2 | $10.9K | Buy |
+214
| New | +$10.9K | ﹤0.01% | 1700 |
|
|
2015
Q2 | $19K | Buy |
+157
| New | +$19K | 0.01% | 260 |
|