Landmark Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Landmark Wealth Management, LLC

  • $226 Million
  • Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,355 shares of VBR stock, worth $663,249. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,355
Previous 3,453 2.84%
Holding current value
$663,249
Previous $693,000 4.04%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Jan 22, 2025
SELL
$197.36 - $217.3 $19,341 - $21,295
-98 Reduced 2.84%
3,355 $665,000
Q3 2024

Oct 30, 2024
BUY
$179.99 - $201.6 $621,505 - $696,124
3,453 New
3,453 $693,000
Q1 2024

Apr 24, 2024
SELL
$172.45 - $191.88 $6,035 - $6,715
-35 Reduced 0.24%
14,443 $2.77 Million
Q4 2023

Jan 22, 2024
BUY
$149.18 - $181.94 $151,119 - $184,305
1,013 Added 7.52%
14,478 $2.61 Million
Q3 2023

Oct 13, 2023
BUY
$157.33 - $174.39 $2.12 Million - $2.35 Million
13,465 New
13,465 $2.15 Million
Q1 2023

Apr 17, 2023
BUY
$150.22 - $177.69 $461,776 - $546,219
3,074 Added 28.8%
13,749 $2.18 Million
Q4 2022

Jan 20, 2023
SELL
$147.25 - $169.54 $45,058 - $51,879
-306 Reduced 2.79%
10,675 $1.7 Million
Q3 2022

Oct 24, 2022
BUY
$143.4 - $172.87 $1.57 Million - $1.9 Million
10,981 New
10,981 $1.58 Million
Q2 2022

Jul 21, 2022
SELL
$146.67 - $178.24 $1.95 Million - $2.37 Million
-13,290 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$165.62 - $182.58 $36,602 - $40,350
-221 Reduced 1.64%
13,290 $0
Q4 2021

Jan 27, 2022
BUY
$168.72 - $185.72 $2.28 Million - $2.51 Million
13,511 New
13,511 $2,000

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

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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