LPWM LLC’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 | $463K | Buy |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $273K | Sell |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $223K | Buy |
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