Life Planning Partners’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 | $736K | Hold |
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|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $670K | Sell |
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|
2024
Q4 | $713K | Hold |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $677K | Hold |
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|
2024
Q1 | $712K | Buy |
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|
2023
Q4 | $663K | Buy |
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|
2022
Q3 | $617K | Buy |
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|
2022
Q2 | $625K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $181K | Buy |
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