LRWM
VB icon

Lord & Richards Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Lord & Richards Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
4,432
+672
+18% +$159K 1.1% 30
2025
Q1 		$834K Buy
3,760
+1,982
+111% +$440K 0.95% 35
2024
Q4 		$427K Buy
+1,778
New +$427K 0.9% 47