Lake Point Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$0 Buy
2021
Q3
Sell
2021
Q2
$29K Buy
2020
Q1
Sell
2019
Q4
$7K Buy
2019
Q1
Sell
2018
Q4
$2K Buy