Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $216K | Sell |
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2023
Q1 | $217K | Hold |
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|
2022
Q4 | $217K | Sell |
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2022
Q3 | $214K | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $373K | Sell |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $371K | Buy |
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