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LM Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

LM Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-769
Closed -$138K – 679
2023
Q4 		$138K Buy
+769
New +$138K 0.03% 221