LJI 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 | $599K | Buy |
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|
2025
Q2 | $559K | Buy |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | $210K | Buy |
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