Landmark Wealth Management (New York)’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 | $501K | Sell |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $693K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.77M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2K | Buy |
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