LifePlan Investment 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 | $5.03M | Buy |
25,782
+63
| +0.2% | +$12.3K | 2.5% | 9 |
|
|
2025
Q1 | $4.79M | Buy |
25,719
+841
| +3% | +$157K | 2.76% | 8 |
|
|
2024
Q4 | $4.93M | Sell |
24,878
-864
| -3% | -$171K | 3.05% | 4 |
|
|
2024
Q3 | $5.17M | Buy |
25,742
+466
| +2% | +$93.6K | 3.3% | 5 |
|
|
2024
Q2 | $4.61M | Buy |
25,276
+915
| +4% | +$167K | 3.32% | 7 |
|
|
2024
Q1 | $4.67M | Sell |
24,361
-8,980
| -27% | -$1.72M | 3.72% | 4 |
|
|
2023
Q4 | $6M | Buy |
33,341
+880
| +3% | +$158K | 5.49% | 4 |
|
|
2023
Q3 | $5.18M | Buy |
32,461
+744
| +2% | +$119K | 5.5% | 3 |
|
|
2023
Q2 | $5.25M | Buy |
+31,717
| New | +$5.25M | 5.86% | 3 |
|