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

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 1,307 shares of VBR stock, worth $263,334. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,307
Previous 1,366 4.32%
Holding current value
$263,334
Previous $216,000 -0.0%
% of portfolio
0.13%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$150.74 - $165.4 $8,893 - $9,758
-59 Reduced 4.32%
1,307 $216,000
Q4 2022

Feb 14, 2023
SELL
$147.25 - $169.54 $18,111 - $20,853
-123 Reduced 8.26%
1,366 $216,000
Q3 2022

Nov 10, 2022
SELL
$143.4 - $172.87 $21,223 - $25,584
-148 Reduced 9.04%
1,489 $214,000
Q2 2022

Aug 10, 2022
SELL
$146.67 - $178.24 $28,747 - $34,935
-196 Reduced 10.69%
1,637 $245,000
Q1 2022

May 13, 2022
SELL
$165.62 - $182.58 $42,067 - $46,375
-254 Reduced 12.17%
1,833 $323,000
Q4 2021

Feb 10, 2022
SELL
$168.72 - $185.72 $5,905 - $6,500
-35 Reduced 1.65%
2,087 $373,000
Q3 2021

Oct 29, 2021
SELL
$162.66 - $175.73 $9,922 - $10,719
-61 Reduced 2.79%
2,122 $359,000
Q2 2021

Aug 10, 2021
SELL
$166.46 - $180.76 $36,454 - $39,586
-219 Reduced 9.12%
2,183 $379,000
Q1 2021

May 11, 2021
SELL
$139.89 - $172.72 $29,376 - $36,271
-210 Reduced 8.04%
2,402 $398,000
Q4 2020

Feb 08, 2021
BUY
$111.89 - $142.79 $292,256 - $372,967
2,612 New
2,612 $371,000

Others Institutions Holding VBR

# of Institutions
1,494
Shares Held
89.9M
Call Options Held
44.8K
Put Options Held
24K
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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