Lgt Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 117 shares of VBR stock, worth $24,038. This represents 0.05% of its overall portfolio holdings.

Number of Shares
117
Previous 118 0.85%
Holding current value
$24,038
Previous $23 Million 6.37%
% of portfolio
0.05%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
$195.41 - $212.37 $195 - $212
-1 Reduced 0.85%
117 $24.4 Million
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $197 - $217
1 Added 0.85%
118 $23.3 Million
Q3 2024

Oct 31, 2024
BUY
$179.99 - $201.6 $179 - $201
1 Added 0.86%
117 $23.5 Million
Q1 2024

May 02, 2024
BUY
$172.45 - $191.88 $172 - $191
1 Added 0.87%
116 $22.2 Million
Q3 2023

Nov 01, 2023
BUY
$157.33 - $174.39 $157 - $174
1 Added 0.88%
115 $18.3 Million
Q2 2023

Aug 14, 2023
BUY
$150.74 - $165.4 $17,184 - $18,855
114 New
114 $18.9 Million
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $16,639 - $19,158
113 New
113 $17.9 Million

Others Institutions Holding VBR

# of Institutions
1,796
Shares Held
91.8M
Call Options Held
70.1K
Put Options Held
8.2K
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 Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors 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 Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email