LJI Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
2,866
+1,722
| +151% | +$336K | 0.1% | 87 |
|
|
2025
Q1 | $213K | Buy |
1,144
+60
| +6% | +$11.2K | 0.04% | 168 |
|
|
2024
Q4 | $215K | Sell |
1,084
-380
| -26% | -$75.3K | 0.04% | 165 |
|
|
2024
Q3 | $294K | Buy |
1,464
+38
| +3% | +$7.63K | 0.06% | 148 |
|
|
2024
Q2 | $260K | Hold |
1,426
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $274K | Buy |
1,426
+86
| +6% | +$16.5K | 0.07% | 122 |
|
|
2023
Q4 | $241K | Buy |
1,340
+3
| +0.2% | +$540 | 0.06% | 145 |
|
|
2023
Q3 | $213K | Buy |
1,337
+2
| +0.1% | +$319 | 0.06% | 149 |
|
|
2023
Q2 | $221K | Buy |
1,335
+9
| +0.7% | +$1.49K | 0.06% | 144 |
|
|
2023
Q1 | $211K | Buy |
1,326
+2
| +0.2% | +$318 | 0.07% | 145 |
|
|
2022
Q4 | $210K | Buy |
+1,324
| New | +$210K | 0.07% | 131 |
|