LRI Investments’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Hold |
3,143
| – | – | 0.06% | 133 |
|
|
2025
Q1 | $697K | Buy |
3,143
+2,353
| +298% | +$522K | 0.07% | 135 |
|
|
2024
Q4 | $190K | Hold |
790
| – | – | 0.02% | 281 |
|
|
2024
Q3 | $197K | Hold |
790
| – | – | 0.02% | 282 |
|
|
2024
Q2 | $172K | Hold |
790
| – | – | 0.02% | 279 |
|
|
2024
Q1 | $181K | Buy |
+790
| New | +$181K | 0.05% | 136 |
|