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

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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