Litman Gregory Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,169 shares of VBR stock, worth $241,421. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,169
Previous 1,169 -0.0%
Holding current value
$241,421
Previous $213,000 9.86%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$172.45 - $191.88 $201,594 - $224,307
1,169 New
1,169 $224,000
Q2 2021

Jul 27, 2021
SELL
$166.46 - $180.76 $16,146 - $17,533
-97 Closed
0 $0
Q1 2019

Apr 30, 2019
SELL
N/A
-22 Reduced 18.49%
97 $12,000
Q3 2018

Nov 15, 2018
BUY
N/A
119 New
119 $17,000

Others Institutions Holding VBR

# of Institutions
1,572
Shares Held
93.1M
Call Options Held
53.2K
Put Options Held
22.2K
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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