Lutz Financial Services LLC Vanguard Small Cap Value ETF Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 24,612 shares of VBR stock, worth $4.95 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
24,612
Previous 24,758 0.59%
Holding current value
$4.95 Million
Previous $4.97 Million 1.87%
% of portfolio
0.39%
Previous 0.4%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$197.36 - $217.3 $28,814 - $31,725
-146 Reduced 0.59%
24,612 $4.88 Million
Q3 2024

Oct 29, 2024
SELL
$179.99 - $201.6 $16,739 - $18,748
-93 Reduced 0.37%
24,758 $4.97 Million
Q2 2024

Jul 29, 2024
SELL
$177.65 - $191.11 $161,306 - $173,527
-908 Reduced 3.52%
24,851 $4.54 Million
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $10,347 - $11,512
-60 Reduced 0.23%
25,759 $4.94 Million
Q4 2023

Feb 07, 2024
SELL
$149.18 - $181.94 $38,040 - $46,394
-255 Reduced 0.98%
25,819 $4.65 Million
Q3 2023

Nov 03, 2023
SELL
$157.33 - $174.39 $51,604 - $57,199
-328 Reduced 1.24%
26,074 $4.16 Million
Q2 2023

Aug 07, 2023
SELL
$150.74 - $165.4 $238,169 - $261,332
-1,580 Reduced 5.65%
26,402 $4.37 Million
Q1 2023

May 01, 2023
SELL
$150.22 - $177.69 $31,395 - $37,137
-209 Reduced 0.74%
27,982 $4.44 Million
Q4 2022

Feb 06, 2023
SELL
$147.25 - $169.54 $69,060 - $79,514
-469 Reduced 1.64%
28,191 $4.48 Million
Q3 2022

Oct 21, 2022
SELL
$143.4 - $172.87 $216,103 - $260,515
-1,507 Reduced 5.0%
28,660 $4.11 Million
Q2 2022

Jul 20, 2022
BUY
$146.67 - $178.24 $272,366 - $330,991
1,857 Added 6.56%
30,167 $4.52 Million
Q1 2022

Apr 25, 2022
SELL
$165.62 - $182.58 $708,356 - $780,894
-4,277 Reduced 13.12%
28,310 $4.98 Million
Q4 2021

Jan 19, 2022
SELL
$168.72 - $185.72 $1.11 Million - $1.22 Million
-6,591 Reduced 16.82%
32,587 $5.83 Million
Q3 2021

Oct 27, 2021
BUY
$162.66 - $175.73 $627,379 - $677,790
3,857 Added 10.92%
39,178 $6.63 Million
Q2 2021

Jul 26, 2021
SELL
$166.46 - $180.76 $315,774 - $342,901
-1,897 Reduced 5.1%
35,321 $6.13 Million
Q1 2021

Apr 27, 2021
SELL
$139.89 - $172.72 $291,670 - $360,121
-2,085 Reduced 5.3%
37,218 $6.16 Million
Q4 2020

Feb 12, 2021
BUY
$111.89 - $142.79 $60,196 - $76,821
538 Added 1.39%
39,303 $5.59 Million
Q3 2020

Nov 05, 2020
BUY
$102.46 - $117.9 $151,948 - $174,845
1,483 Added 3.98%
38,765 $4.29 Million
Q2 2020

Jul 28, 2020
SELL
$81.16 - $120.46 $2.21 Million - $3.28 Million
-27,227 Reduced 42.21%
37,282 $3.99 Million
Q1 2020

Apr 27, 2020
BUY
$75.8 - $139.04 $4.69 Million - $8.6 Million
61,838 Added 2315.16%
64,509 $5.73 Million
Q4 2019

Feb 03, 2020
BUY
$123.74 - $138.15 $123 - $138
1 Added 0.04%
2,671 $366,000
Q3 2019

Oct 31, 2019
BUY
$128.22 - $131.67 $71,546 - $73,471
558 Added 26.42%
2,670 $344,000
Q2 2019

Aug 13, 2019
BUY
N/A
2,112 New
2,112 $276,000

Others Institutions Holding VBR

# of Institutions
1,646
Shares Held
100M
Call Options Held
53.2K
Put Options Held
18.8K
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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