LGT Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.4K | Sell |
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|
2025
Q2 | $23K | Hold |
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|
2025
Q1 | $21.9K | Hold |
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|
2024
Q4 | $23.3K | Buy |
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|
2024
Q3 | $23.5K | Buy |
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|
2024
Q2 | $21.2K | Hold |
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|
2024
Q1 | $22.2K | Buy |
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|
2023
Q4 | $20.8K | Hold |
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|
2023
Q3 | $18.3K | Buy |
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|
2023
Q2 | $18.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $17.9K | Buy |
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