LGT Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
118
| – | – | 0.06% | 151 |
|
|
2025
Q1 | $21.9K | Hold |
118
| – | – | 0.07% | 148 |
|
|
2024
Q4 | $23.3K | Buy |
118
+1
| +0.9% | +$198 | 0.05% | 279 |
|
|
2024
Q3 | $23.5K | Buy |
117
+1
| +0.9% | +$201 | 0.06% | 248 |
|
|
2024
Q2 | $21.2K | Hold |
116
| – | – | 0.04% | 296 |
|
|
2024
Q1 | $22.2K | Buy |
116
+1
| +0.9% | +$192 | 0.03% | 344 |
|
|
2023
Q4 | $20.8K | Hold |
115
| – | – | 0.03% | 348 |
|
|
2023
Q3 | $18.3K | Buy |
115
+1
| +0.9% | +$159 | 0.02% | 360 |
|
|
2023
Q2 | $18.9K | Buy |
+114
| New | +$18.9K | 0.02% | 185 |
|
|
2023
Q1 | – | Sell |
-113
| Closed | -$17.9K | – | 194 |
|
|
2022
Q4 | $17.9K | Buy |
+113
| New | +$17.9K | 0.02% | 153 |
|