LFG
Larson Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Sell |
20,707
-1,563
| -7% | -$370K | 0.2% | 103 |
|
|
2025
Q1 | $4.94M | Sell |
22,270
-524
| -2% | -$116K | 0.23% | 83 |
|
|
2024
Q4 | $5.48M | Sell |
22,794
-1,525
| -6% | -$366K | 0.28% | 72 |
|
|
2024
Q3 | $5.77M | Sell |
24,319
-2,668
| -10% | -$633K | 0.33% | 60 |
|
|
2024
Q2 | $5.88M | Buy |
26,987
+1,217
| +5% | +$265K | 0.4% | 50 |
|
|
2024
Q1 | $5.89M | Buy |
25,770
+892
| +4% | +$204K | 0.46% | 44 |
|
|
2023
Q4 | $5.31M | Buy |
24,878
+2,565
| +11% | +$547K | 0.46% | 45 |
|
|
2023
Q3 | $4.22M | Buy |
22,313
+3,191
| +17% | +$603K | 0.41% | 51 |
|
|
2023
Q2 | $3.8M | Buy |
19,122
+4,699
| +33% | +$935K | 0.38% | 52 |
|
|
2023
Q1 | $2.73M | Buy |
14,423
+3,853
| +36% | +$730K | 0.3% | 63 |
|
|
2022
Q4 | $1.94M | Buy |
10,570
+1,022
| +11% | +$188K | 0.23% | 89 |
|
|
2022
Q3 | $1.63M | Buy |
9,548
+563
| +6% | +$96.2K | 0.23% | 81 |
|
|
2022
Q2 | $1.58M | Buy |
8,985
+147
| +2% | +$25.9K | 0.27% | 50 |
|
|
2022
Q1 | $1.88M | Buy |
8,838
+174
| +2% | +$37K | 0.3% | 49 |
|
|
2021
Q4 | $1.96M | Sell |
8,664
-97
| -1% | -$21.9K | 0.31% | 48 |
|
|
2021
Q3 | $1.92M | Buy |
8,761
+64
| +0.7% | +$14K | 0.38% | 36 |
|
|
2021
Q2 | $1.96M | Sell |
8,697
-272
| -3% | -$61.3K | 0.46% | 33 |
|
|
2021
Q1 | $1.92M | Buy |
8,969
+78
| +0.9% | +$16.7K | 0.57% | 28 |
|
|
2020
Q4 | $1.73M | Sell |
8,891
-584
| -6% | -$114K | 0.59% | 28 |
|
|
2020
Q3 | $1.46M | Sell |
9,475
-1,116
| -11% | -$172K | 0.6% | 30 |
|
|
2020
Q2 | $1.54M | Buy |
10,591
+734
| +7% | +$107K | 0.73% | 31 |
|
|
2020
Q1 | $1.14M | Buy |
9,857
+906
| +10% | +$105K | 0.71% | 33 |
|
|
2019
Q4 | $1.48M | Buy |
8,951
+293
| +3% | +$48.5K | 0.85% | 22 |
|
|
2019
Q3 | $1.33M | Buy |
8,658
+138
| +2% | +$21.2K | 0.87% | 23 |
|
|
2019
Q2 | $1.34M | Sell |
8,520
-249
| -3% | -$39K | 0.99% | 20 |
|
|
2019
Q1 | $1.34M | Sell |
8,769
-293
| -3% | -$44.8K | 1.06% | 20 |
|
|
2018
Q4 | $1.2M | Buy |
9,062
+427
| +5% | +$56.4K | 1.11% | 20 |
|
|
2018
Q3 | $1.4M | Buy |
8,635
+569
| +7% | +$92.5K | 1.61% | 17 |
|
|
2018
Q2 | $1.26M | Sell |
8,066
-1,677
| -17% | -$261K | 1.45% | 19 |
|
|
2018
Q1 | $1.43M | Sell |
9,743
-23,300
| -71% | -$3.42M | 1.68% | 19 |
|
|
2017
Q4 | $4.88M | Buy |
+33,043
| New | +$4.88M | 4.1% | 8 |
|