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LWM Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

LWM Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$301K Hold
1,545
– – 0.29% 23
2025
Q1 		$287K Buy
1,545
+250
+19% +$46.4K 0.3% 21
2024
Q4 		$257K Buy
+1,295
New +$257K 0.26% 20