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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-769	Closed	-$138K	–	678
2023 Q4	$138K	Buy	+769	New	+$126K	0.03%	221

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

LM Advisors's VBR Position: Q1 2024 in Review

LM Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2024, closing a stake of 769 shares — an estimated $138K sold.

LM Advisors first reported a position in VBR in Q4 2023 and held it in 1 quarter. The position peaked at $138K in Q4 2023. 1,374 funds tracked by Wall St. Rank hold VBR as of Q1 2024.

LM Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 769 Vanguard Small-Cap Value ETF shares in Q1 2024, an estimated $138K.
LM Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's Vanguard Small-Cap Value ETF position peaked at $138K in Q4 2023.
1,374 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.