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

Lmg Wealth Partners, LLC

$459 Billion
Q4 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 75,176 shares of VBR stock, worth $14.9 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

75,176

Previous 75,552 0.5%

Holding current value

$14.9 Million

Previous $15.2 Billion 1.79%

% of portfolio

3.25%

Previous 3.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$197.36 - $217.3 $74,207 - $81,704	-376 Reduced 0.5%	75,176 $14.9 Billion
Q3 2024 Oct 23, 2024	SELL	$179.99 - $201.6 $85,495 - $95,760	-475 Reduced 0.62%	75,552 $15.2 Billion
Q2 2024 Aug 01, 2024	SELL	$177.65 - $191.11 $224,727 - $241,754	-1,265 Reduced 1.64%	76,027 $13.9 Billion
Q1 2024 May 03, 2024	SELL	$172.45 - $191.88 $2.14 Million - $2.38 Million	-12,386 Reduced 13.81%	77,292 $14.8 Billion
Q4 2023 Jan 23, 2024	SELL	$149.18 - $181.94 $406,217 - $495,422	-2,723 Reduced 2.95%	89,678 $16.1 Billion
Q3 2023 Oct 16, 2023	SELL	$157.33 - $174.39 $811,822 - $899,852	-5,160 Reduced 5.29%	92,401 $14.7 Billion
Q2 2023 Jul 27, 2023	BUY	$150.74 - $165.4 $36,328 - $39,861	241 Added 0.25%	97,561 $16.1 Billion
Q1 2023 May 02, 2023	BUY	$150.22 - $177.69 $357,673 - $423,079	2,381 Added 2.51%	97,320 $15.5 Billion
Q4 2022 Feb 14, 2023	BUY	$147.25 - $169.54 $14 Million - $16.1 Million	94,939 New	94,939 $16 Billion

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

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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