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 Q4	$206K	Hold	971	–	–	0.02%	144
2025 Q3	$203K	Buy	+971	New	+$199K	0.02%	145
2025 Q1	–	Sell	-1,169	Closed	-$232K	–	142
2024 Q4	$232K	Hold	1,169	–	–	0.02%	123
2024 Q3	$235K	Hold	1,169	–	–	0.02%	128
2024 Q2	$213K	Hold	1,169	–	–	0.02%	127
2024 Q1	$224K	Buy	+1,169	New	+$211K	0.02%	121
2021 Q2	–	Sell	-97	Closed	-$16K	–	182
2021 Q1	$16K	Hold	97	–	–	﹤0.01%	143
2020 Q4	$14K	Hold	97	–	–	﹤0.01%	147
2020 Q3	$11K	Hold	97	–	–	﹤0.01%	144
2020 Q2	$10K	Hold	97	–	–	﹤0.01%	135
2020 Q1	$9K	Hold	97	–	–	﹤0.01%	128
2019 Q4	$13K	Hold	97	–	–	﹤0.01%	141
2019 Q3	$12K	Hold	97	–	–	﹤0.01%	134
2019 Q2	$13K	Hold	97	–	–	﹤0.01%	154
2019 Q1	$12K	Sell	97 -22	-18%	-$2.8K	﹤0.01%	104
2018 Q4	$14K	Hold	119	–	–	﹤0.01%	107
2018 Q3	$17K	Buy	+119	New	+$16.7K	0.01%	78