Andrews Lucia Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Andrews Lucia Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$242K	Hold
2025 Q2	$226K	Hold
2025 Q1	$230K	Hold
2024 Q4	$233K	Buy
2024 Q3	$211K	Hold
2024 Q2	$221K	Hold
2024 Q1	$221K	Buy
2023 Q4	$207K	Buy
2022 Q3	–	Sell
2022 Q2	$261K	Buy