Lodestone Wealth Management’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 | $477K | Buy |
2,446
+122
| +5% | +$23.8K | 0.23% | 100 |
|
|
2025
Q1 | $433K | Buy |
2,324
+1
| +0% | +$186 | 0.23% | 101 |
|
|
2024
Q4 | $460K | Hold |
2,323
| – | – | 0.23% | 101 |
|
|
2024
Q3 | $466K | Sell |
2,323
-215
| -8% | -$43.2K | 0.23% | 93 |
|
|
2024
Q2 | $463K | Sell |
2,538
-7
| -0.3% | -$1.28K | 0.24% | 100 |
|
|
2024
Q1 | $488K | Sell |
2,545
-22
| -0.9% | -$4.22K | 0.26% | 94 |
|
|
2023
Q4 | $462K | Sell |
2,567
-228
| -8% | -$41K | 0.27% | 90 |
|
|
2023
Q3 | $446K | Sell |
2,795
-693
| -20% | -$111K | 0.31% | 75 |
|
|
2023
Q2 | $577K | Sell |
3,488
-1,048
| -23% | -$173K | 0.4% | 67 |
|
|
2023
Q1 | $720K | Sell |
4,536
-9
| -0.2% | -$1.43K | 0.56% | 55 |
|
|
2022
Q4 | $722K | Buy |
+4,545
| New | +$722K | 0.58% | 54 |
|