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

Landmark Wealth Management, LLC

$128 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,463

Shares Held

90.5M

Call Options Held

44.8K

Put Options Held

20.6K

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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