Lodestone Wealth Management’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
Q3 | $516K | Buy |
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|
2025
Q2 | $477K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $460K | Hold |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $463K | Sell |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $722K | Buy |
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