LSA
Lion Street Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
1,032
+39
| +4% | +$9.24K | 0.07% | 241 |
|
|
2025
Q1 | $220K | Buy |
993
+98
| +11% | +$21.7K | 0.07% | 246 |
|
|
2024
Q4 | $215K | Buy |
895
+3
| +0.3% | +$721 | 0.07% | 247 |
|
|
2024
Q3 | $212K | Sell |
892
-48
| -5% | -$11.4K | 0.07% | 245 |
|
|
2024
Q2 | $205K | Sell |
940
-537
| -36% | -$117K | 0.08% | 251 |
|
|
2024
Q1 | $315K | Hold |
1,477
| – | – | 0.13% | 172 |
|
|
2023
Q4 | $315K | Sell |
1,477
-50
| -3% | -$10.7K | 0.13% | 172 |
|
|
2023
Q3 | $289K | Sell |
1,527
-323
| -17% | -$61.1K | 0.09% | 192 |
|
|
2023
Q2 | $425K | Sell |
1,850
-120
| -6% | -$27.5K | 0.14% | 140 |
|
|
2023
Q1 | $373K | Buy |
+1,970
| New | +$373K | 0.12% | 149 |
|