Lmg Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Lmg Wealth Partners, LLC

  • $538 Billion
  • Q3 2025

A detailed history of Lmg Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 75,554 shares of VBR stock, worth $15.5 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
75,554
Previous 75,446 0.14%
Holding current value
$15.5 Million
Previous $14.7 Billion 7.18%
% of portfolio
2.93%
Previous 3.02%

Shares

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

Nov 12, 2025
BUY
$195.41 - $212.37 $21,104 - $22,935
108 Added 0.14%
75,554 $15.8 Billion
Q2 2025

Jul 29, 2025
SELL
$162.76 - $195.77 $3,580 - $4,306
-22 Reduced 0.03%
75,446 $14.7 Billion
Q1 2025

May 02, 2025
BUY
$183.02 - $207.75 $53,441 - $60,663
292 Added 0.39%
75,468 $14.1 Billion
Q4 2024

Feb 03, 2025
SELL
$197.36 - $217.3 $74,207 - $81,704
-376 Reduced 0.5%
75,176 $14.9 Billion
Q3 2024

Oct 23, 2024
SELL
$179.99 - $201.6 $85,495 - $95,760
-475 Reduced 0.62%
75,552 $15.2 Billion
Q2 2024

Aug 01, 2024
SELL
$177.65 - $191.11 $224,727 - $241,754
-1,265 Reduced 1.64%
76,027 $13.9 Billion
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $2.14 Million - $2.38 Million
-12,386 Reduced 13.81%
77,292 $14.8 Billion
Q4 2023

Jan 23, 2024
SELL
$149.18 - $181.94 $406,217 - $495,422
-2,723 Reduced 2.95%
89,678 $16.1 Billion
Q3 2023

Oct 16, 2023
SELL
$157.33 - $174.39 $811,822 - $899,852
-5,160 Reduced 5.29%
92,401 $14.7 Billion
Q2 2023

Jul 27, 2023
BUY
$150.74 - $165.4 $36,328 - $39,861
241 Added 0.25%
97,561 $16.1 Billion
Q1 2023

May 02, 2023
BUY
$150.22 - $177.69 $357,673 - $423,079
2,381 Added 2.51%
97,320 $15.5 Billion
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $14 Million - $16.1 Million
94,939 New
94,939 $16 Billion

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
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