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LIBERTY WEALTH MANAGEMENT LLC
> VBR
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | Vanguard Small-Cap Value ETF | VBR | 6,032 | 1,414 | 1,155,010,000 | 1,154,348,000 | $191,480.44 |
09/30/2022 | Vanguard Small-Cap Value ETF | VBR | 4,618 | 148 | 662,000 | -7,000 | $143.35 |
06/30/2022 | Vanguard Small-Cap Value ETF | VBR | 4,470 | 169 | 669,000 | -87,000 | $149.66 |
03/31/2022 | Vanguard Small-Cap Value ETF | VBR | 4,301 | 365 | 756,000 | -839,000 | $175.77 |
12/31/2021 | Vanguard Small-Cap Value ETF | VBR | 3,936 | 296 | 1,595,000 | 976,000 | $405.23 |
09/30/2021 | Vanguard Small-Cap Value ETF | VBR | 3,640 | 423 | 619,000 | 63,000 | $170.05 |
06/30/2021 | Vanguard Small-Cap Value ETF | VBR | 3,217 | 3,167 | 556,000 | 549,000 | $172.83 |
06/30/2021 | Vanguard Small-Cap Value ETF | VBR | 556,376 | 556,326 | 3,217,000 | 3,210,000 | $5.78 |
03/31/2021 | Vanguard Small-Cap Value ETF | VBR | 50 | 0 | 7,000 | 0 | $140.00 |
12/31/2020 | Vanguard Small-Cap Value ETF | VBR | 50 | 0 | 7,000 | 1,000 | $140.00 |
09/30/2020 | Vanguard Small-Cap Value ETF | VBR | 50 | 0 | 6,000 | 1,000 | $120.00 |
06/30/2020 | Vanguard Small-Cap Value ETF | VBR | 50 | 0 | 5,000 | 1,000 | $100.00 |
03/31/2020 | Vanguard Small-Cap Value ETF | VBR | 50 | -83 | 4,000 | -14,000 | $80.00 |
12/31/2019 | Vanguard Small-Cap Value ETF | VBR | 133 | 41 | 18,000 | 6,000 | $135.34 |
09/30/2019 | Vanguard Small-Cap Value ETF | VBR | 92 | 0 | 12,000 | 0 | $130.43 |
06/30/2019 | Vanguard Small-Cap Value ETF | VBR | 92 | 42 | 12,000 | 6,000 | $130.43 |
03/31/2019 | Vanguard Small-Cap Value ETF | VBR | 50 | 0 | 6,000 | 1,000 | $120.00 |
12/31/2018 | Vanguard Small-Cap Value ETF | VBR | 50 | 50 | 5,000 | 5,000 | $100.00 |
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