LMCG Investments’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
Q2 | $10.2M | Sell |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $11.4M | Sell |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $14.8M | Sell |
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|
2023
Q4 | $21.5M | Buy |
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|
2023
Q3 | $7.75M | Sell |
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|
2023
Q2 | $8.19M | Sell |
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|
2023
Q1 | $8.22M | Buy |
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|
2022
Q4 | $8.11M | Buy |
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|
2022
Q3 | $7.2M | Sell |
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|
2022
Q2 | $7.92M | Buy |
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|
2022
Q1 | $9.17M | Buy |
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|
2015
Q3 | $997K | Buy |
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|
2015
Q2 | $1.11M | Buy |
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|
2015
Q1 | $879K | Buy |
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|
2014
Q4 | $347K | Sell |
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|
2014
Q3 | $332K | Buy |
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|
2014
Q2 | $326K | Sell |
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|
2014
Q1 | $314K | Buy |
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|
2013
Q4 | $303K | Buy |
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|
2013
Q3 | $271K | Buy |
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|
2013
Q2 | $243K | Buy |
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