Legacy Wealth Managment, Llc/Id Vanguard Small Cap Value ETF Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 81 shares of VBR stock, worth $16,642. This represents 0.01% of its overall portfolio holdings.

Number of Shares
81
Previous 83 2.41%
Holding current value
$16,642
Previous $16,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$195.41 - $212.37 $390 - $424
-2 Reduced 2.41%
81 $16,000
Q4 2024

Feb 13, 2025
SELL
$197.36 - $217.3 $29,209 - $32,160
-148 Reduced 64.07%
83 $16,000
Q3 2024

Nov 15, 2024
BUY
$179.99 - $201.6 $41,577 - $46,569
231 New
231 $46,000

Others Institutions Holding VBR

# of Institutions
1,796
Shares Held
91.3M
Call Options Held
63K
Put Options Held
6.8K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email