LFA
Legacy Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-853
| Closed | -$205K | – | 377 |
|
|
2024
Q4 | $205K | Sell |
853
-390
| -31% | -$93.7K | 0.03% | 332 |
|
|
2024
Q3 | $295K | Sell |
1,243
-41
| -3% | -$9.73K | 0.05% | 280 |
|
|
2024
Q2 | $280K | Sell |
1,284
-315
| -20% | -$68.7K | 0.05% | 265 |
|
|
2024
Q1 | $366K | Sell |
1,599
-86
| -5% | -$19.7K | 0.07% | 212 |
|
|
2023
Q4 | $359K | Buy |
+1,685
| New | +$359K | 0.07% | 201 |
|
|
2019
Q2 | – | Sell |
-99
| Closed | -$15K | – | 870 |
|
|
2019
Q1 | $15K | Hold |
99
| – | – | 0.01% | 530 |
|
|
2018
Q4 | $13K | Hold |
99
| – | – | 0.01% | 508 |
|
|
2018
Q3 | $16K | Hold |
99
| – | – | 0.01% | 411 |
|
|
2018
Q2 | $16K | Hold |
99
| – | – | 0.01% | 420 |
|
|
2018
Q1 | $14K | Hold |
99
| – | – | 0.01% | 416 |
|
|
2017
Q4 | $14K | Buy |
+99
| New | +$14K | 0.01% | 424 |
|