LFG
Larson Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Sell |
4,680
-38
| -0.8% | -$7.41K | 0.04% | 307 |
|
|
2025
Q1 | $879K | Sell |
4,718
-160
| -3% | -$29.8K | 0.04% | 288 |
|
|
2024
Q4 | $967K | Sell |
4,878
-191
| -4% | -$37.9K | 0.05% | 251 |
|
|
2024
Q3 | $1.02M | Buy |
5,069
+139
| +3% | +$27.9K | 0.06% | 225 |
|
|
2024
Q2 | $900K | Buy |
4,930
+774
| +19% | +$141K | 0.06% | 204 |
|
|
2024
Q1 | $797K | Sell |
4,156
-227
| -5% | -$43.6K | 0.06% | 185 |
|
|
2023
Q4 | $789K | Sell |
4,383
-680
| -13% | -$122K | 0.07% | 169 |
|
|
2023
Q3 | $808K | Sell |
5,063
-511
| -9% | -$81.5K | 0.08% | 167 |
|
|
2023
Q2 | $922K | Buy |
5,574
+641
| +13% | +$106K | 0.09% | 159 |
|
|
2023
Q1 | $783K | Buy |
4,933
+158
| +3% | +$25.1K | 0.09% | 168 |
|
|
2022
Q4 | $758K | Buy |
4,775
+805
| +20% | +$128K | 0.09% | 164 |
|
|
2022
Q3 | $569K | Sell |
3,970
-141
| -3% | -$20.2K | 0.08% | 157 |
|
|
2022
Q2 | $616K | Sell |
4,111
-38
| -0.9% | -$5.69K | 0.11% | 91 |
|
|
2022
Q1 | $730K | Sell |
4,149
-225
| -5% | -$39.6K | 0.12% | 86 |
|
|
2021
Q4 | $782K | Sell |
4,374
-75
| -2% | -$13.4K | 0.12% | 81 |
|
|
2021
Q3 | $753K | Buy |
4,449
+351
| +9% | +$59.4K | 0.15% | 63 |
|
|
2021
Q2 | $712K | Sell |
4,098
-58
| -1% | -$10.1K | 0.17% | 58 |
|
|
2021
Q1 | $688K | Sell |
4,156
-658
| -14% | -$109K | 0.2% | 51 |
|
|
2020
Q4 | $685K | Sell |
4,814
-1,265
| -21% | -$180K | 0.23% | 47 |
|
|
2020
Q3 | $673K | Sell |
6,079
-5,481
| -47% | -$607K | 0.28% | 45 |
|
|
2020
Q2 | $1.24M | Sell |
11,560
-2,927
| -20% | -$313K | 0.59% | 37 |
|
|
2020
Q1 | $1.29M | Sell |
14,487
-197
| -1% | -$17.5K | 0.8% | 29 |
|
|
2019
Q4 | $2.01M | Sell |
14,684
-44
| -0.3% | -$6.03K | 1.16% | 18 |
|
|
2019
Q3 | $1.9M | Sell |
14,728
-58
| -0.4% | -$7.47K | 1.24% | 18 |
|
|
2019
Q2 | $1.93M | Sell |
14,786
-181
| -1% | -$23.6K | 1.43% | 15 |
|
|
2019
Q1 | $1.93M | Sell |
14,967
-653
| -4% | -$84.1K | 1.53% | 14 |
|
|
2018
Q4 | $1.78M | Sell |
15,620
-86
| -0.5% | -$9.81K | 1.65% | 14 |
|
|
2018
Q3 | $2.19M | Sell |
15,706
-497
| -3% | -$69.3K | 2.5% | 14 |
|
|
2018
Q2 | $2.2M | Sell |
16,203
-848
| -5% | -$115K | 2.53% | 14 |
|
|
2018
Q1 | $2.21M | Sell |
17,051
-34,697
| -67% | -$4.49M | 2.59% | 13 |
|
|
2017
Q4 | $6.87M | Buy |
+51,748
| New | +$6.87M | 5.77% | 5 |
|