Lantz Financial LLC Vanguard Small Cap Value ETF Transaction History

Lantz Financial LLC

  • $351 Million
  • Q3 2024

A detailed history of Lantz Financial LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lantz Financial LLC holds 1,209 shares of VBR stock, worth $240,603. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,630 25.83%
Holding current value
$240,603
Previous $297,000 18.52%
% of portfolio
0.07%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$179.99 - $201.6 $75,775 - $84,873
-421 Reduced 25.83%
1,209 $242,000
Q2 2024

Jul 10, 2024
BUY
$177.65 - $191.11 $289,569 - $311,509
1,630 New
1,630 $297,000
Q3 2023

Oct 20, 2023
BUY
$157.33 - $174.39 $388,447 - $430,568
2,469 Added 23.03%
13,190 $2.1 Million
Q2 2023

Jul 12, 2023
BUY
$150.74 - $165.4 $78,234 - $85,842
519 Added 5.09%
10,721 $1.77 Million
Q1 2023

Apr 10, 2023
BUY
$150.22 - $177.69 $867,670 - $1.03 Million
5,776 Added 130.5%
10,202 $1.62 Million
Q4 2022

Jan 23, 2023
BUY
$147.25 - $169.54 $179,792 - $207,008
1,221 Added 38.1%
4,426 $0
Q3 2022

Oct 17, 2022
BUY
$143.4 - $172.87 $459,597 - $554,048
3,205 New
3,205 $460,000

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

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