Andrews, Lucia Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Andrews, Lucia Wealth Management LLC

  • $140 Million
  • Q1 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 1,154 shares of VBR stock, worth $209,485. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,154
Previous 1,148 0.52%
Holding current value
$209,485
Previous $206,000 7.28%
% of portfolio
0.16%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $1,034 - $1,151
6 Added 0.52%
1,154 $221,000
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $171,258 - $208,867
1,148 New
1,148 $206,000
Q2 2022

Jul 28, 2022
BUY
N/A
1,485 New
1,485 $261,000

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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