LGWM
Litman Gregory Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$224K | 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% | -$2.72K | ﹤0.01% | 104 |
|
|
2018
Q4 | $14K | Hold |
119
| – | – | ﹤0.01% | 107 |
|
|
2018
Q3 | $17K | Buy |
+119
| New | +$17K | 0.01% | 78 |
|