Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $779K | Buy |
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|
2025
Q2 | $728K | Hold |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $746K | Buy |
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|
2024
Q2 | $677K | Hold |
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|
2024
Q1 | $712K | Buy |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $621K | Buy |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $594K | Buy |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $646K | Buy |
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|
2022
Q1 | $610K | Buy |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $368K | Buy |
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|
2021
Q1 | $344K | Hold |
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|
2020
Q4 | $296K | Buy |
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