Andrews, Lucia Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Andrews, Lucia Wealth Management LLC

  • $146 Million
  • Q1 2025

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 1,160 shares of VBR stock, worth $202,118. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,160
Previous 1,160 -0.0%
Holding current value
$202,118
Previous $229,000 5.68%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 15, 2025
BUY
$197.36 - $217.3 $1,184 - $1,303
6 Added 0.52%
1,160 $229,000
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $1,034 - $1,151
6 Added 0.52%
1,154 $221,000
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $171,258 - $208,867
1,148 New
1,148 $206,000
Q2 2022

Jul 28, 2022
BUY
$146.67 - $178.24 $217,804 - $264,686
1,485 New
1,485 $261,000

Others Institutions Holding VBR

# of Institutions
1,705
Shares Held
96.2M
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
Track This Portfolio

Track Andrews, Lucia Wealth Management LLC Portfolio

Follow Andrews, Lucia Wealth Management 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 Andrews, Lucia Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Andrews, Lucia Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email