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 $2.24 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
11,020
Previous 1,176 837.07%
Holding current value
$2.24 Million
Previous $1.67 Million 5.62%
% of portfolio
2.61%
Previous 2.4%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,687
Shares Held
100M
Call Options Held
57.7K
Put Options Held
8.3K
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 Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC 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 Planning, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email