Lionsbridge Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Lionsbridge Wealth Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$143.4 - $172.87 $1.8 Million - $2.18 Million	-12,583 Closed	0 $0
Q2 2022 Nov 17, 2022	BUY	$146.67 - $178.24 $1.74 Million - $2.11 Million	11,846 New	11,846 $1.77 Million
Q1 2022 May 16, 2022	SELL	$165.62 - $182.58 $82,810 - $91,290	-500 Reduced 3.82%	12,583 $2.21 Million
Q4 2021 Feb 08, 2022	SELL	$168.72 - $185.72 $28,682 - $31,572	-170 Reduced 1.28%	13,083 $2.34 Million
Q3 2021 Oct 26, 2021	SELL	$162.66 - $175.73 $4,554 - $4,920	-28 Reduced 0.21%	13,253 $2.24 Million
Q2 2021 Jul 29, 2021	BUY	$166.46 - $180.76 $1,997 - $2,169	12 Added 0.09%	13,281 $2.31 Million
Q1 2021 May 04, 2021	BUY	$139.89 - $172.72 $80,436 - $99,314	575 Added 4.53%	13,269 $2.2 Million
Q4 2020 Feb 08, 2021	BUY	$111.89 - $142.79 $1.42 Million - $1.81 Million	12,694 New	12,694 $1.81 Million

1,541

93.4M

53.2K

22.2K

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

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.