Liberty Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,593 shares of VBR stock, worth $1.5 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,593
Previous 7,237 4.92%
Holding current value
$1.5 Million
Previous $1.45 Million 3.51%
% of portfolio
0.26%
Previous 0.26%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$197.36 - $217.3 $70,260 - $77,358
356 Added 4.92%
7,593 $1.5 Million
Q3 2024

Nov 01, 2024
SELL
$179.99 - $201.6 $3.42 Million - $3.83 Million
-19,021 Reduced 72.44%
7,237 $1.45 Million
Q2 2024

Aug 06, 2024
BUY
$177.65 - $191.11 $3.46 Million - $3.73 Million
19,493 Added 288.14%
26,258 $1.29 Million
Q1 2024

May 02, 2024
BUY
$172.45 - $191.88 $772,403 - $859,430
4,479 Added 195.93%
6,765 $1.3 Million
Q4 2023

Feb 08, 2024
SELL
$149.18 - $181.94 $572,403 - $698,103
-3,837 Reduced 62.67%
2,286 $411,000
Q3 2023

Nov 13, 2023
BUY
$157.33 - $174.39 $14,317 - $15,869
91 Added 1.51%
6,123 $977,000
Q2 2023

Aug 10, 2023
BUY
$150.74 - $165.4 $31,353 - $34,403
208 Added 3.57%
6,032 $997,000
Q1 2023

May 03, 2023
BUY
$150.22 - $177.69 $181,165 - $214,294
1,206 Added 26.12%
5,824 $924,000
Q3 2022

Nov 15, 2022
BUY
$143.4 - $172.87 $21,223 - $25,584
148 Added 3.31%
4,618 $662,000
Q2 2022

Aug 15, 2022
BUY
$146.67 - $178.24 $24,787 - $30,122
169 Added 3.93%
4,470 $669,000
Q1 2022

May 09, 2022
BUY
$165.62 - $182.58 $60,451 - $66,641
365 Added 9.27%
4,301 $756,000
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $49,941 - $54,973
296 Added 8.13%
3,936 $1.6 Million
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $68,805 - $74,333
423 Added 13.15%
3,640 $619,000
Q2 2021

Aug 13, 2021
SELL
$166.46 - $180.76 $92.1 Million - $100 Million
-553,159 Reduced 99.42%
3,217 $556,000
Q2 2021

Aug 13, 2021
BUY
$166.46 - $180.76 $92.6 Million - $101 Million
556,326 Added 1112652.0%
556,376 $3.22 Million
Q1 2020

Apr 27, 2020
SELL
$75.8 - $139.04 $6,291 - $11,540
-83 Reduced 62.41%
50 $4,000
Q4 2019

Feb 05, 2020
BUY
$123.74 - $138.15 $5,073 - $5,664
41 Added 44.57%
133 $18,000
Q2 2019

Jul 30, 2019
BUY
N/A
42 Added 84.0%
92 $12,000
Q4 2018

Mar 26, 2019
BUY
N/A
50 New
50 $5,000

Others Institutions Holding VBR

# of Institutions
1,696
Shares Held
100M
Call Options Held
56.1K
Put Options Held
9.5K
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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