LFS
Lutz Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Hold |
2,537
| – | – | 0.05% | 68 |
|
|
2025
Q1 | $563K | Sell |
2,537
-1,055
| -29% | -$234K | 0.05% | 69 |
|
|
2024
Q4 | $863K | Hold |
3,592
| – | – | 0.07% | 63 |
|
|
2024
Q3 | $852K | Sell |
3,592
-24
| -0.7% | -$5.69K | 0.07% | 62 |
|
|
2024
Q2 | $788K | Hold |
3,616
| – | – | 0.07% | 62 |
|
|
2024
Q1 | $827K | Hold |
3,616
| – | – | 0.07% | 61 |
|
|
2023
Q4 | $771K | Hold |
3,616
| – | – | 0.07% | 61 |
|
|
2023
Q3 | $684K | Sell |
3,616
-1,183
| -25% | -$224K | 0.07% | 58 |
|
|
2023
Q2 | $955K | Hold |
4,799
| – | – | 0.1% | 55 |
|
|
2023
Q1 | $910K | Sell |
4,799
-648
| -12% | -$123K | 0.1% | 54 |
|
|
2022
Q4 | $1,000K | Hold |
5,447
| – | – | 0.12% | 51 |
|
|
2022
Q3 | $931K | Sell |
5,447
-25
| -0.5% | -$4.27K | 0.13% | 49 |
|
|
2022
Q2 | $964K | Buy |
+5,472
| New | +$964K | 0.13% | 46 |
|