LFA
LGT Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6K | Hold |
96
| – | – | 0.07% | 140 |
|
|
2025
Q1 | $24.2K | Hold |
96
| – | – | 0.07% | 141 |
|
|
2024
Q4 | $26.9K | Hold |
96
| – | – | 0.06% | 247 |
|
|
2024
Q3 | $25.7K | Hold |
96
| – | – | 0.06% | 231 |
|
|
2024
Q2 | $24K | Hold |
96
| – | – | 0.05% | 262 |
|
|
2024
Q1 | $25K | Hold |
96
| – | – | 0.03% | 326 |
|
|
2023
Q4 | $23.1K | Buy |
96
+1
| +1% | +$241 | 0.03% | 324 |
|
|
2023
Q3 | $20.4K | Hold |
95
| – | – | 0.03% | 334 |
|
|
2023
Q2 | $21.9K | Buy |
+95
| New | +$21.9K | 0.02% | 179 |
|
|
2023
Q1 | – | Sell |
-95
| Closed | -$19K | – | 193 |
|
|
2022
Q4 | $19K | Buy |
+95
| New | +$19K | 0.02% | 152 |
|