Legacy Wealth Managment, Llc/Id Vanguard Small Cap Value ETF Transaction History

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 83 shares of VBR stock, worth $15,931. This represents 0.01% of its overall portfolio holdings.

Number of Shares
83
Previous 231 64.07%
Holding current value
$15,931
Previous $46,000 65.22%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Feb 13, 2025
SELL
$197.36 - $217.3 $29,209 - $32,160
-148 Reduced 64.07%
83 $16,000
Q3 2024

Nov 15, 2024
BUY
$179.99 - $201.6 $41,577 - $46,569
231 New
231 $46,000

Others Institutions Holding VBR

# of Institutions
1,703
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
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