Landmark Wealth Management (New York)’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 | $477K | Sell |
2,448
-745
| -23% | -$145K | 0.2% | 60 |
|
|
2025
Q1 | $595K | Sell |
3,193
-162
| -5% | -$30.2K | 0.26% | 48 |
|
|
2024
Q4 | $665K | Sell |
3,355
-98
| -3% | -$19.4K | 0.29% | 46 |
|
|
2024
Q3 | $693K | Buy |
+3,453
| New | +$693K | 0.3% | 46 |
|
|
2024
Q2 | – | Sell |
-14,443
| Closed | -$2.77M | – | 67 |
|
|
2024
Q1 | $2.77M | Sell |
14,443
-35
| -0.2% | -$6.72K | 1.28% | 24 |
|
|
2023
Q4 | $2.61M | Buy |
14,478
+1,013
| +8% | +$182K | 1.28% | 24 |
|
|
2023
Q3 | $2.15M | Buy |
+13,465
| New | +$2.15M | 1.22% | 24 |
|
|
2023
Q2 | – | Sell |
-13,749
| Closed | -$2.18M | – | 65 |
|
|
2023
Q1 | $2.18M | Buy |
13,749
+3,074
| +29% | +$488K | 1.21% | 24 |
|
|
2022
Q4 | $1.7M | Sell |
10,675
-306
| -3% | -$48.6K | 1.23% | 25 |
|
|
2022
Q3 | $1.58M | Buy |
+10,981
| New | +$1.58M | 1.19% | 23 |
|
|
2022
Q2 | – | Sell |
-26,580
| Closed | -$2.35M | – | 166 |
|
|
2022
Q1 | $2.35M | Buy |
26,580
+13,069
| +97% | +$1.16M | 1.23% | 18 |
|
|
2021
Q4 | $2K | Buy |
+13,511
| New | +$2K | 1.17% | 25 |
|