Mc Glone Suttner Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Mc Glone Suttner Wealth Management, Inc.

$599 Billion
Q4 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 8,439 shares of VBR stock, worth $1.61 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

8,439

Previous 7,656 10.23%

Holding current value

$1.61 Million

Previous $1.54 Billion 8.79%

% of portfolio

0.28%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$197.36 - $217.3 $154,532 - $170,145	783 Added 10.23%	8,439 $1.67 Billion
Q3 2024 Oct 10, 2024	SELL	$179.99 - $201.6 $378,698 - $424,166	-2,104 Reduced 21.56%	7,656 $1.54 Billion
Q2 2024 Jul 18, 2024	BUY	$177.65 - $191.11 $171,787 - $184,803	967 Added 11.0%	9,760 $1.76 Billion
Q1 2024 Apr 18, 2024	SELL	$172.45 - $191.88 $166,759 - $185,547	-967 Reduced 9.91%	8,793 $1.69 Billion
Q4 2023 Jan 18, 2024	SELL	$149.18 - $181.94 $40,278 - $49,123	-270 Reduced 2.69%	9,760 $1.76 Billion
Q3 2023 Oct 19, 2023	SELL	$157.33 - $174.39 $130,583 - $144,743	-830 Reduced 7.64%	10,030 $1.6 Billion
Q2 2023 Jul 25, 2023	SELL	$150.74 - $165.4 $32,258 - $35,395	-214 Reduced 1.93%	10,860 $1.8 Billion
Q1 2023 Apr 20, 2023	SELL	$150.22 - $177.69 $175,607 - $207,719	-1,169 Reduced 9.55%	11,074 $1.76 Billion
Q4 2022 Feb 09, 2023	BUY	$147.25 - $169.54 $1.8 Million - $2.08 Million	12,243 New	12,243 $1.94 Billion

Others Institutions Holding VBR

# of Institutions

1,706

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Mc Glone Suttner Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History