A detailed history of Abound Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Abound Wealth Management holds 358 shares of VBR stock, worth $76,619. This represents 0.02% of its overall portfolio holdings.

Number of Shares
358
Previous 282 26.95%
Holding current value
$76,619
Previous $51.5 Million 39.61%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$179.99 - $201.6 $13,679 - $15,321
76 Added 26.95%
358 $71.9 Million
Q2 2024

Aug 09, 2024

BUY
$177.65 - $191.11 $11,014 - $11,848
62 Added 28.18%
282 $51.5 Million
Q1 2024

Aug 08, 2024

BUY
$172.45 - $191.88 $4,483 - $4,988
26 Added 13.4%
220 $42.3 Million
Q4 2023

Aug 08, 2024

SELL
$149.18 - $181.94 $37,295 - $45,485
-250 Reduced 56.31%
194 $34.9 Million
Q3 2023

Aug 08, 2024

BUY
$157.33 - $174.39 $9,125 - $10,114
58 Added 15.03%
444 $70.9 Million
Q2 2023

Aug 08, 2024

SELL
$150.74 - $165.4 $150 - $165
-1 Reduced 0.26%
386 $63.9 Million
Q1 2023

Aug 07, 2024

BUY
$150.22 - $177.69 $58,135 - $68,766
387 New
387 $61.5 Million
Q4 2022

Aug 07, 2024

BUY
$147.25 - $169.54 $10,454 - $12,037
71 Added 21.71%
398 $63.1 Million
Q3 2022

Aug 07, 2024

SELL
$143.4 - $172.87 $8,604 - $10,372
-60 Reduced 15.5%
327 $46.9 Million
Q2 2022

Aug 12, 2024

BUY
$146.67 - $178.24 $5,133 - $6,238
35 Added 12.41%
317 $47.4 Million
Q1 2022

Aug 12, 2024

SELL
$165.62 - $182.58 $10,930 - $12,050
-66 Reduced 20.12%
262 $46 Million
Q4 2021

Aug 12, 2024

BUY
$168.72 - $185.72 $7,761 - $8,543
46 Added 16.31%
328 $58.6 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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