LFS
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Legacy Financial Strategies’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,497
Closed -$475K 83
2018
Q2
$475K Buy
3,497
+172
+5% +$23.4K 0.43% 46
2018
Q1
$430K Buy
3,325
+656
+25% +$84.8K 0.42% 46
2017
Q4
$354K Buy
+2,669
New +$354K 0.38% 61