WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.82M | Buy |
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|
2023
Q3 | $3.38M | Buy |
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|
2023
Q2 | $3.54M | Sell |
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|
2023
Q1 | $3.43M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q1 | $2.94M | Buy |
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|
2021
Q4 | $3.09M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8.38K | Buy |
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|
2016
Q3 | $32.7K | Buy |
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|
2016
Q2 | $10.9K | Buy |
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|
2015
Q2 | $19K | Buy |
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