LMG Wealth Partners’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 | $14.7M | Sell |
75,446
-22
| -0% | -$4.29K | 3.02% | 5 |
|
|
2025
Q1 | $14.1M | Buy |
75,468
+292
| +0.4% | +$54.4K | 3.13% | 4 |
|
|
2024
Q4 | $14.9M | Sell |
75,176
-376
| -0.5% | -$74.5K | 3.25% | 4 |
|
|
2024
Q3 | $15.2M | Sell |
75,552
-475
| -0.6% | -$95.4K | 3.47% | 3 |
|
|
2024
Q2 | $13.9M | Sell |
76,027
-1,265
| -2% | -$231K | 3.46% | 4 |
|
|
2024
Q1 | $14.8M | Sell |
77,292
-12,386
| -14% | -$2.38M | 3.74% | 2 |
|
|
2023
Q4 | $16.1M | Sell |
89,678
-2,723
| -3% | -$490K | 4.48% | 2 |
|
|
2023
Q3 | $14.7M | Sell |
92,401
-5,160
| -5% | -$823K | 4.49% | 2 |
|
|
2023
Q2 | $16.1M | Buy |
97,561
+241
| +0.2% | +$39.9K | 4.94% | 2 |
|
|
2023
Q1 | $15.5M | Buy |
97,320
+2,381
| +3% | +$378K | 4.99% | 2 |
|
|
2022
Q4 | $16M | Buy |
+94,939
| New | +$16M | 5.28% | 2 |
|