Lutz Financial Services’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 | $5.11M | Sell |
|
|||||
|
2025
Q2 | $4.81M | Buy |
|
|||||
|
2025
Q1 | $4.51M | Sell |
|
|||||
|
2024
Q4 | $4.88M | Sell |
|
|||||
|
2024
Q3 | $4.97M | Sell |
|
|||||
|
2024
Q2 | $4.54M | Sell |
|
|||||
|
2024
Q1 | $4.94M | Sell |
|
|||||
|
2023
Q4 | $4.65M | Sell |
|
|||||
|
2023
Q3 | $4.16M | Sell |
|
|||||
|
2023
Q2 | $4.37M | Sell |
|
|||||
|
2023
Q1 | $4.44M | Sell |
|
|||||
|
2022
Q4 | $4.48M | Sell |
|
|||||
|
2022
Q3 | $4.11M | Sell |
|
|||||
|
2022
Q2 | $4.52M | Buy |
|
|||||
|
2022
Q1 | $4.98M | Sell |
|
|||||
|
2021
Q4 | $5.83M | Sell |
|
|||||
|
2021
Q3 | $6.63M | Buy |
|
|||||
|
2021
Q2 | $6.13M | Sell |
|
|||||
|
2021
Q1 | $6.16M | Sell |
|
|||||
|
2020
Q4 | $5.59M | Buy |
|
|||||
|
2020
Q3 | $4.29M | Buy |
|
|||||
|
2020
Q2 | $3.99M | Sell |
|
|||||
|
2020
Q1 | $5.73M | Buy |
|
|||||
|
2019
Q4 | $366K | Buy |
|
|||||
|
2019
Q3 | $344K | Buy |
|
|||||
|
2019
Q2 | $276K | Buy |
|