Aspen Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History

Aspen Wealth Strategies, LLC

  • $180 Billion
  • Q3 2025

A detailed history of Aspen Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 17,029 shares of VBR stock, worth $3.5 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
17,029
Previous 16,693 2.01%
Holding current value
$3.5 Million
Previous $3.26 Billion 9.18%
% of portfolio
1.97%
Previous 1.96%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$195.41 - $212.37 $65,657 - $71,356
336 Added 2.01%
17,029 $3.55 Billion
Q2 2025

Aug 07, 2025
BUY
$162.76 - $195.77 $2.72 Million - $3.27 Million
16,693 New
16,693 $3.26 Billion
Q3 2023

Nov 01, 2023
BUY
$157.33 - $174.39 $55,222 - $61,210
351 Added 16.24%
2,512 $400 Million
Q2 2023

Aug 02, 2023
SELL
$150.74 - $165.4 $22,611 - $24,810
-150 Reduced 6.49%
2,161 $358 Million
Q1 2023

May 11, 2023
BUY
$150.22 - $177.69 $347,158 - $410,641
2,311 New
2,311 $367 Million
Q4 2022

May 15, 2023
SELL
$147.25 - $169.54 $71,710 - $82,565
-487 Reduced 21.07%
1,824 $290 Million

Others Institutions Holding VBR

# of Institutions
1,798
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
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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