Lord & Richards Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 4,432 shares of VB stock, worth $1.06 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
4,432
Previous 3,760 17.87%
Holding current value
$1.06 Million
Previous $834 Million 25.97%
% of portfolio
1.1%
Previous 0.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$193.73 - $237.37 $130,186 - $159,512
672 Added 17.87%
4,432 $1.05 Billion
Q1 2025

May 02, 2025
BUY
$217.89 - $252.64 $431,857 - $500,732
1,982 Added 111.47%
3,760 $834 Million
Q4 2024

Jan 30, 2025
BUY
$233.76 - $261.58 $415,625 - $465,089
1,778 New
1,778 $427 Million

Others Institutions Holding VB

# of Institutions
2,381
Shares Held
167M
Call Options Held
78.1K
Put Options Held
29.4K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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