Plancorp LLC’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Plancorp LLC’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.46M	Sell	12,605 -121	-1%	-$23.6K	0.09%	97
2025 Q1	$2.37M	Buy	12,726 +94	+0.7%	+$17.5K	0.09%	91
2024 Q4	$2.5M	Sell	12,632 -15	-0.1%	-$2.97K	0.1%	75
2024 Q3	$2.54M	Buy	12,647 +1,007	+9%	+$202K	0.1%	73
2024 Q2	$2.12M	Sell	11,640 -62	-0.5%	-$11.3K	0.09%	78
2024 Q1	$2.25M	Buy	11,702 +585	+5%	+$112K	0.1%	76
2023 Q4	$2M	Sell	11,117 -29	-0.3%	-$5.22K	0.1%	76
2023 Q3	$1.78M	Buy	11,146 +1,308	+13%	+$209K	0.1%	77
2023 Q2	$1.63M	Buy	9,838 +73	+0.7%	+$12.1K	0.09%	81
2023 Q1	$1.55M	Sell	9,765 -20	-0.2%	-$3.18K	0.09%	84
2022 Q4	$1.55M	Buy	9,785 +92	+0.9%	+$14.6K	0.09%	79
2022 Q3	$1.39M	Buy	9,693 +114	+1%	+$16.3K	0.09%	75
2022 Q2	$1.44M	Sell	9,579 -188	-2%	-$28.2K	0.09%	77
2022 Q1	$1.72M	Buy	9,767 +2,132	+28%	+$375K	0.11%	72
2021 Q4	$1.37M	Buy	7,635 +2	+0%	+$358	0.09%	82
2021 Q3	$1.29M	Buy	7,633 +255	+3%	+$43.2K	0.09%	78
2021 Q2	$1.28M	Sell	7,378 -210	-3%	-$36.5K	0.1%	74
2021 Q1	$1.26M	Buy	7,588 +15	+0.2%	+$2.49K	0.28%	63
2020 Q4	$1.08M	Buy	7,573 +4,390	+138%	+$624K	0.27%	68
2020 Q3	$352K	Sell	3,183 -5,512	-63%	-$610K	0.11%	122
2020 Q2	$930K	Buy	8,695 +1,681	+24%	+$180K	0.28%	63
2020 Q1	$623K	Sell	7,014 -524	-7%	-$46.5K	0.24%	73
2019 Q4	$1.03M	Buy	7,538 +372	+5%	+$51K	0.32%	62
2019 Q3	$923K	Buy	7,166 +283	+4%	+$36.5K	0.35%	55
2019 Q2	$899K	Sell	6,883 -415	-6%	-$54.2K	0.36%	56
2019 Q1	$939K	Buy	7,298 +3,247	+80%	+$418K	0.36%	62
2018 Q4	$462K	Sell	4,051 -17	-0.4%	-$1.94K	0.21%	87
2018 Q3	$567K	Buy	4,068 +32	+0.8%	+$4.46K	0.22%	89
2018 Q2	$548K	Hold	4,036	–	–	0.22%	90
2018 Q1	$524K	Hold	4,036	–	–	0.17%	89
2017 Q4	$536K	Buy	4,036 +17	+0.4%	+$2.26K	0.17%	88
2017 Q3	$514K	Buy	4,019 +182	+5%	+$23.3K	0.15%	92
2017 Q2	$471K	Hold	3,837	–	–	0.14%	96
2017 Q1	$471K	Buy	3,837 +844	+28%	+$104K	0.14%	100
2016 Q4	$361K	Buy	+2,993	New	+$361K	0.1%	112