Lion Street 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
Q2
$625K Sell
2025
Q1
$731K Sell
2024
Q4
$818K Sell
2024
Q3
$882K Sell
2024
Q2
$1.22M Sell
2024
Q1
$1.25M Hold
2023
Q4
$1.25M Buy
2023
Q3
$1.08M Sell
2023
Q2
$1.98M Buy
2023
Q1
$1.08M Buy