Lwm Advisors Inc Vanguard Small Cap Value ETF Transaction History

Lwm Advisors Inc

  • $97.3 Billion
  • Q1 2025

A detailed history of Lwm Advisors Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 1,545 shares of VBR stock, worth $278,069. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,545
Previous 1,295 19.31%
Holding current value
$278,069
Previous $257 Million 11.82%
% of portfolio
0.3%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$183.02 - $207.75 $45,755 - $51,937
250 Added 19.31%
1,545 $287 Million
Q4 2024

May 13, 2025
BUY
$197.36 - $217.3 $255,581 - $281,403
1,295 New
1,295 $257 Million

Others Institutions Holding VBR

# of Institutions
1,702
Shares Held
94M
Call Options Held
42.9K
Put Options Held
7K
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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