LRIA
Leonard Rickey Investment Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
1,748
+1
| +0.1% | +$128 | 0.04% | 108 |
|
|
2025
Q1 | $212K | Buy |
1,747
+1
| +0.1% | +$121 | 0.05% | 104 |
|
|
2024
Q4 | $210K | Sell |
1,746
-43
| -2% | -$5.18K | 0.05% | 105 |
|
|
2024
Q3 | $218K | Sell |
1,789
-112
| -6% | -$13.6K | 0.05% | 105 |
|
|
2024
Q2 | $216K | Sell |
1,901
-105
| -5% | -$11.9K | 0.05% | 97 |
|
|
2024
Q1 | $224K | Sell |
2,006
-105
| -5% | -$11.8K | 0.06% | 85 |
|
|
2023
Q4 | $221K | Sell |
2,111
-97
| -4% | -$10.1K | 0.07% | 76 |
|
|
2023
Q3 | $212K | Buy |
+2,208
| New | +$212K | 0.07% | 77 |
|