Lazari Capital Management’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 | $279K | Buy |
1,430
+261
| +22% | +$50.9K | 0.11% | 110 |
|
|
2025
Q1 | $218K | Buy |
1,169
+8
| +0.7% | +$1.49K | 0.09% | 132 |
|
|
2024
Q4 | $230K | Sell |
1,161
-272
| -19% | -$53.9K | 0.09% | 127 |
|
|
2024
Q3 | $288K | Buy |
1,433
+315
| +28% | +$63.2K | 0.12% | 108 |
|
|
2024
Q2 | $204K | Hold |
1,118
| – | – | 0.09% | 128 |
|
|
2024
Q1 | $215K | Buy |
1,118
+4
| +0.4% | +$768 | 0.12% | 102 |
|
|
2023
Q4 | $200K | Buy |
+1,114
| New | +$200K | 0.11% | 107 |
|