LFA
Level Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
5,798
-216
| -4% | -$42.1K | 0.35% | 44 |
|
|
2025
Q1 | $1.12M | Sell |
6,014
-206
| -3% | -$38.4K | 0.38% | 44 |
|
|
2024
Q4 | $1.23M | Sell |
6,220
-108
| -2% | -$21.4K | 0.45% | 38 |
|
|
2024
Q3 | $1.27M | Sell |
6,328
-246
| -4% | -$49.4K | 0.48% | 36 |
|
|
2024
Q2 | $1.2M | Buy |
6,574
+45
| +0.7% | +$8.21K | 0.52% | 36 |
|
|
2024
Q1 | $1.25M | Sell |
6,529
-247
| -4% | -$47.4K | 0.57% | 34 |
|
|
2023
Q4 | $1.22M | Sell |
6,776
-66
| -1% | -$11.9K | 0.6% | 29 |
|
|
2023
Q3 | $1.09M | Sell |
6,842
-165
| -2% | -$26.3K | 0.61% | 28 |
|
|
2023
Q2 | $1.16M | Sell |
7,007
-458
| -6% | -$75.7K | 0.65% | 27 |
|
|
2023
Q1 | $1.19M | Sell |
7,465
-1,754
| -19% | -$278K | 0.71% | 27 |
|
|
2022
Q4 | $1.46M | Sell |
9,219
-7,397
| -45% | -$1.17M | 0.96% | 24 |
|
|
2022
Q3 | $2.38M | Buy |
16,616
+593
| +4% | +$85K | 1.76% | 13 |
|
|
2022
Q2 | $2.4M | Sell |
16,023
-244
| -1% | -$36.6K | 1.77% | 13 |
|
|
2022
Q1 | $2.86M | Buy |
16,267
+617
| +4% | +$109K | 2.21% | 9 |
|
|
2021
Q4 | $2.8M | Buy |
+15,650
| New | +$2.8M | 2.13% | 11 |
|