ALWM
Andrews Lucia Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
1,160
| – | – | 0.15% | 27 |
|
|
2025
Q1 | $230K | Hold |
1,160
| – | – | 0.15% | 25 |
|
|
2024
Q4 | $233K | Buy |
1,160
+6
| +0.5% | +$1.21K | 0.16% | 25 |
|
|
2024
Q3 | $211K | Hold |
1,154
| – | – | 0.15% | 27 |
|
|
2024
Q2 | $221K | Hold |
1,154
| – | – | 0.15% | 27 |
|
|
2024
Q1 | $221K | Buy |
1,154
+6
| +0.5% | +$1.15K | 0.16% | 27 |
|
|
2023
Q4 | $207K | Buy |
+1,148
| New | +$207K | 0.16% | 28 |
|
|
2022
Q3 | – | Sell |
-1,485
| Closed | -$261K | – | 25 |
|
|
2022
Q2 | $261K | Buy |
+1,485
| New | +$261K | 0.25% | 18 |
|