Lake Point Wealth Management Vanguard Small Cap Value ETF Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 3 shares of VBR stock, worth $593. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Holding current value
$593
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$146.67 - $178.24 $440 - $534
3 New
3 $0
Q3 2021

Oct 21, 2021
SELL
$162.66 - $175.73 $27,001 - $29,171
-166 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
$166.46 - $180.76 $27,632 - $30,006
166 New
166 $29,000
Q1 2020

May 18, 2020
SELL
$75.8 - $139.04 $3,638 - $6,673
-48 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$123.74 - $138.15 $3,959 - $4,420
32 Added 200.0%
48 $7,000
Q4 2018

Feb 21, 2019
BUY
N/A
16 New
16 $2,000

Others Institutions Holding VBR

# of Institutions
1,696
Shares Held
100M
Call Options Held
56.1K
Put Options Held
9.5K
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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