LAM Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Sell |
25,195
-275
| -1% | -$53.6K | 3.28% | 8 |
|
|
2025
Q1 | $4.74M | Sell |
25,470
-50
| -0.2% | -$9.31K | 3.49% | 8 |
|
|
2024
Q4 | $5.06M | Sell |
25,520
-10
| -0% | -$1.98K | 3.61% | 7 |
|
|
2024
Q3 | $5.13M | Sell |
25,530
-275
| -1% | -$55.2K | 3.63% | 6 |
|
|
2024
Q2 | $4.71M | Hold |
25,805
| – | – | 3.97% | 7 |
|
|
2024
Q1 | $4.95M | Sell |
25,805
-10
| -0% | -$1.92K | 4.04% | 7 |
|
|
2023
Q4 | $4.65M | Sell |
25,815
-155
| -0.6% | -$27.9K | 4.23% | 7 |
|
|
2023
Q3 | $4.14M | Hold |
25,970
| – | – | 4.07% | 8 |
|
|
2023
Q2 | $4.3M | Hold |
25,970
| – | – | 4% | 8 |
|
|
2023
Q1 | $4.12M | Sell |
25,970
-775
| -3% | -$123K | 4.04% | 9 |
|
|
2022
Q4 | $4.25M | Buy |
+26,745
| New | +$4.25M | 4.36% | 7 |
|