Landmark Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Landmark Wealth Management, LLC

$230 Million
Q3 2024

A detailed history of Landmark Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,453 shares of VBR stock, worth $687,181. This represents 0.3% of its overall portfolio holdings.

Number of Shares

3,453

Holding current value

$687,181

% of portfolio

0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$179.99 - $201.6 $621,505 - $696,124	3,453 New	3,453 $693,000
Q1 2024 Apr 24, 2024	SELL	$172.45 - $191.88 $6,035 - $6,715	-35 Reduced 0.24%	14,443 $2.77 Million
Q4 2023 Jan 22, 2024	BUY	$149.18 - $181.94 $151,119 - $184,305	1,013 Added 7.52%	14,478 $2.61 Million
Q3 2023 Oct 13, 2023	BUY	$157.33 - $174.39 $2.12 Million - $2.35 Million	13,465 New	13,465 $2.15 Million
Q1 2023 Apr 17, 2023	BUY	$150.22 - $177.69 $461,776 - $546,219	3,074 Added 28.8%	13,749 $2.18 Million
Q4 2022 Jan 20, 2023	SELL	$147.25 - $169.54 $45,058 - $51,879	-306 Reduced 2.79%	10,675 $1.7 Million
Q3 2022 Oct 24, 2022	BUY	$143.4 - $172.87 $1.57 Million - $1.9 Million	10,981 New	10,981 $1.58 Million
Q2 2022 Jul 21, 2022	SELL	$146.67 - $178.24 $1.95 Million - $2.37 Million	-13,290 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$165.62 - $182.58 $36,602 - $40,350	-221 Reduced 1.64%	13,290 $0
Q4 2021 Jan 27, 2022	BUY	$168.72 - $185.72 $2.28 Million - $2.51 Million	13,511 New	13,511 $2,000

Others Institutions Holding VBR

# of Institutions

1,543

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Landmark Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History