VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,654 Value ($000) $2,045 Avg Close Range
Q3 2025
Shares 9,181 Value ($000) $1,916 Avg Close Range
Q2 2025
Shares 9,260 Value ($000) $1,806 Avg Close Range
Q1 2025
Shares 7,720 Value ($000) $1,438 Avg Close Range
Q4 2024
Shares 7,593 Value ($000) $1,505 Avg Close Range
Q3 2024
Shares 7,237 Value ($000) $1,453 Avg Close Range
Q2 2024
Shares 26,258 Value ($000) $1 Avg Close Range
Q1 2024
Shares 6,765 Value ($000) $1 Avg Close Range
Q4 2023
Shares 2,286 Value ($000) $1 Avg Close Range
Q3 2023
Shares 6,123 Value ($000) $1 Avg Close Range
Q2 2023
Shares 6,032 Value ($000) $1,155 Avg Close Range
Q1 2023
Shares 5,824 Value ($000) $925 Avg Close Range
Q3 2022
Shares 4,618 Value ($000) $662 Avg Close Range
Q2 2022
Shares 4,470 Value ($000) $669 Avg Close Range
Q1 2022
Shares 4,301 Value ($000) $756 Avg Close Range
Q4 2021
Shares 3,936 Value ($000) $1,595 Avg Close Range
Q3 2021
Shares 3,640 Value ($000) $619 Avg Close Range
Q2 2021
Shares 3,217 Value ($000) $556 Avg Close Range
Q1 2021
Shares 50 Value ($000) $7 Avg Close Range
Q4 2020
Shares 50 Value ($000) $7 Avg Close Range
Q3 2020
Shares 50 Value ($000) $6 Avg Close Range
Q2 2020
Shares 50 Value ($000) $5 Avg Close Range
Q1 2020
Shares 50 Value ($000) $4 Avg Close Range
Q4 2019
Shares 133 Value ($000) $18 Avg Close Range
Q3 2019
Shares 92 Value ($000) $12 Avg Close Range
Q2 2019
Shares 92 Value ($000) $12 Avg Close Range
Q1 2019
Shares 50 Value ($000) $6 Avg Close Range
Q4 2018
Shares 50 Value ($000) $5 Avg Close Range