Laird Norton Wetherby 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 | $355K | Buy |
+1,820
| New | +$355K | 0.02% | 666 |
|
|
2024
Q2 | – | Sell |
-1,070
| Closed | -$205K | – | 964 |
|
|
2024
Q1 | $205K | Buy |
+1,070
| New | +$205K | 0.01% | 873 |
|
|
2022
Q4 | – | Sell |
-4,870
| Closed | -$698K | – | 942 |
|
|
2022
Q3 | $698K | Buy |
+4,870
| New | +$698K | 0.05% | 377 |
|
|
2018
Q1 | – | Sell |
-1,166
| Closed | -$155K | – | 686 |
|
|
2017
Q4 | $155K | Hold |
1,166
| – | – | 0.02% | 614 |
|
|
2017
Q3 | $149K | Buy |
+1,166
| New | +$149K | 0.02% | 590 |
|
|
2015
Q3 | – | Sell |
-1,166
| Closed | -$126K | – | 493 |
|
|
2015
Q2 | $126K | Buy |
+1,166
| New | +$126K | 0.03% | 455 |
|