Lane & Associates’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
Q1 | $568K | Sell |
3,051
-27
| -0.9% | -$5.03K | 0.31% | 57 |
|
|
2024
Q4 | $632K | Sell |
3,078
-217
| -7% | -$44.6K | 0.33% | 54 |
|
|
2024
Q3 | $661K | Sell |
3,295
-5
| -0.2% | -$1K | 0.36% | 54 |
|
|
2024
Q2 | $602K | Sell |
3,300
-58
| -2% | -$10.6K | 0.36% | 58 |
|
|
2024
Q1 | $644K | Buy |
3,358
+14
| +0.4% | +$2.69K | 0.41% | 56 |
|
|
2023
Q4 | $602K | Buy |
3,344
+3
| +0.1% | +$540 | 0.44% | 50 |
|
|
2023
Q3 | $533K | Sell |
3,341
-430
| -11% | -$68.6K | 0.43% | 49 |
|
|
2023
Q2 | $624K | Sell |
3,771
-229
| -6% | -$37.9K | 0.5% | 41 |
|
|
2023
Q1 | $635K | Sell |
4,000
-210
| -5% | -$33.3K | 0.57% | 39 |
|
|
2022
Q4 | $669K | Buy |
+4,210
| New | +$669K | 0.63% | 37 |
|