Larson Financial Group’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 | $957K | Sell |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $879K | Sell |
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|
2024
Q4 | $967K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $797K | Sell |
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|
2023
Q4 | $789K | Sell |
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|
2023
Q3 | $808K | Sell |
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|
2023
Q2 | $922K | Buy |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $569K | Sell |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $730K | Sell |
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|
2021
Q4 | $782K | Sell |
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|
2021
Q3 | $753K | Buy |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $688K | Sell |
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|
2020
Q4 | $685K | Sell |
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|
2020
Q3 | $673K | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $2.01M | Sell |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.93M | Sell |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.78M | Sell |
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|
2018
Q3 | $2.19M | Sell |
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|
2018
Q2 | $2.2M | Sell |
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|
2018
Q1 | $2.21M | Sell |
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|
2017
Q4 | $6.87M | Buy |
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