Litman Gregory Wealth Management’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 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $224K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $17K | Buy |
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