LWMI
VBR icon

Legacy Wealth Management (Idaho)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.2K Hold
83
– – 0.01% 257
2025
Q1 		$15.5K Hold
83
– – 0.01% 268
2024
Q4 		$16.9K Sell
83
-148
-64% -$30.1K 0.01% 228
2024
Q3 		$48.6K Buy
+231
New +$48.6K 0.03% 118