Lodestone Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,476 shares of VBR stock, worth $508,718. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,476
Previous 2,474 0.08%
Holding current value
$508,718
Previous $516 Million 1.54%
% of portfolio
0.21%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$201.42 - $211.15 $402 - $422
2 Added 0.08%
2,476 $524 Million
Q3 2025

Oct 24, 2025
BUY
$195.41 - $212.37 $29,311 - $31,855
150 Added 6.45%
2,474 $516 Million
Q1 2025

Apr 28, 2025
BUY
$183.02 - $207.75 $183 - $207
1 Added 0.04%
2,324 $433 Million
Q3 2024

Oct 29, 2024
SELL
$179.99 - $201.6 $38,697 - $43,344
-215 Reduced 8.47%
2,323 $466 Million
Q2 2024

Jul 16, 2024
SELL
$177.65 - $191.11 $1,243 - $1,337
-7 Reduced 0.28%
2,538 $463 Million
Q1 2024

Apr 30, 2024
SELL
$172.45 - $191.88 $3,793 - $4,221
-22 Reduced 0.86%
2,545 $488 Million
Q4 2023

Jan 24, 2024
SELL
$149.18 - $181.94 $34,013 - $41,482
-228 Reduced 8.16%
2,567 $462 Million
Q3 2023

Oct 20, 2023
SELL
$157.33 - $174.39 $109,029 - $120,852
-693 Reduced 19.87%
2,795 $446 Million
Q2 2023

Jul 25, 2023
SELL
$150.74 - $165.4 $157,975 - $173,339
-1,048 Reduced 23.1%
3,488 $577 Million
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $1,351 - $1,599
-9 Reduced 0.2%
4,536 $720 Million
Q4 2022

Feb 09, 2023
BUY
$147.25 - $169.54 $669,251 - $770,559
4,545 New
4,545 $722 Million

Others Institutions Holding VBR

# of Institutions
1,807
Shares Held
91.7M
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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