Lumature Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 1,307 shares of VBR stock, worth $261,962. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,307
Previous 1,366 4.32%
Holding current value
$261,962
Previous $216,000 -0.0%
% of portfolio
0.13%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$150.74 - $165.4 $8,893 - $9,758
-59 Reduced 4.32%
1,307 $216,000
Q4 2022

Feb 14, 2023
SELL
$147.25 - $169.54 $18,111 - $20,853
-123 Reduced 8.26%
1,366 $216,000
Q3 2022

Nov 10, 2022
SELL
$143.4 - $172.87 $21,223 - $25,584
-148 Reduced 9.04%
1,489 $214,000
Q2 2022

Aug 10, 2022
SELL
$146.67 - $178.24 $28,747 - $34,935
-196 Reduced 10.69%
1,637 $245,000
Q1 2022

May 13, 2022
SELL
$165.62 - $182.58 $42,067 - $46,375
-254 Reduced 12.17%
1,833 $323,000
Q4 2021

Feb 10, 2022
SELL
$168.72 - $185.72 $5,905 - $6,500
-35 Reduced 1.65%
2,087 $373,000
Q3 2021

Oct 29, 2021
SELL
$162.66 - $175.73 $9,922 - $10,719
-61 Reduced 2.79%
2,122 $359,000
Q2 2021

Aug 10, 2021
SELL
$166.46 - $180.76 $36,454 - $39,586
-219 Reduced 9.12%
2,183 $379,000
Q1 2021

May 11, 2021
SELL
$139.89 - $172.72 $29,376 - $36,271
-210 Reduced 8.04%
2,402 $398,000
Q4 2020

Feb 08, 2021
BUY
$111.89 - $142.79 $292,256 - $372,967
2,612 New
2,612 $371,000

Others Institutions Holding VBR

# of Institutions
1,463
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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 Lumature Wealth Partners, LLC Portfolio

Follow Lumature Wealth Partners, 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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email