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

Andrews, Lucia Wealth Management LLC

  • $147 Million
  • Q4 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 1,160 shares of VBR stock, worth $237,927. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,160
Previous 1,154 0.52%
Holding current value
$237,927
Previous $231,000 0.87%
% of portfolio
0.16%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$197.36 - $217.3 $1,184 - $1,303
6 Added 0.52%
1,160 $229,000
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
$146.67 - $178.24 $217,804 - $264,686
1,485 New
1,485 $261,000

Others Institutions Holding VBR

# of Institutions
1,610
Shares Held
94.5M
Call Options Held
53.2K
Put Options Held
22.2K
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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