Legacy Wealth Planning, LLC Vanguard Small Cap Value ETF Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 11,020 shares of VBR stock, worth $2.2 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

11,020

Previous 1,176 837.07%

Holding current value

$2.2 Million

Previous $1.67 Million 5.62%

% of portfolio

2.61%

Previous 2.4%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$143.4 - $172.87 $1.41 Million - $1.7 Million	9,844 Added 837.07%	11,020 $1.58 Million
Q2 2022 Jul 26, 2022	SELL	$146.67 - $178.24 $1.5 Million - $1.82 Million	-10,209 Reduced 89.67%	1,176 $1.67 Million
Q1 2022 May 10, 2022	BUY	$165.62 - $182.58 $193,775 - $213,618	1,170 Added 11.45%	11,385 $2 Million
Q4 2021 Feb 14, 2022	BUY	$168.72 - $185.72 $118,610 - $130,561	703 Added 7.39%	10,215 $1.83 Million
Q3 2021 Nov 12, 2021	BUY	$162.66 - $175.73 $3,578 - $3,866	22 Added 0.23%	9,512 $1.61 Million
Q2 2021 Aug 16, 2021	BUY	$166.46 - $180.76 $36,787 - $39,947	221 Added 2.38%	9,490 $1.65 Million
Q1 2021 May 06, 2021	SELL	$139.89 - $172.72 $14,968 - $18,481	-107 Reduced 1.14%	9,269 $1.54 Million
Q4 2020 Feb 12, 2021	BUY	$111.89 - $142.79 $33,007 - $42,123	295 Added 3.25%	9,376 $1.33 Million
Q3 2020 Nov 03, 2020	SELL	$102.46 - $117.9 $11,168 - $12,851	-109 Reduced 1.19%	9,081 $1.01 Million
Q2 2020 Aug 17, 2020	BUY	$81.16 - $120.46 $680,526 - $1.01 Million	8,385 Added 1041.61%	9,190 $983,000
Q1 2020 May 18, 2020	SELL	$75.8 - $139.04 $626,487 - $1.15 Million	-8,265 Reduced 91.12%	805 $805,000
Q1 2020 May 18, 2020	BUY	$75.8 - $139.04 $23,573 - $43,241	311 Added 3.55%	9,070 $805,000
Q4 2019 Feb 12, 2020	BUY	$123.74 - $138.15 $1.08 Million - $1.21 Million	8,759 New	8,759 $1.2 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Account

Legacy Wealth Planning, LLC Vanguard Small Cap Value ETF Transaction History