Long View Wealth Management Vanguard Small Cap Value ETF Transaction History

Long View Wealth Management

  • $333 Billion
  • Q1 2025

A detailed history of Long View Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 4,878 shares of VBR stock, worth $930,527. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,878
Previous 5,649 13.65%
Holding current value
$930,527
Previous $1.12 Billion 18.83%
% of portfolio
0.27%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$183.02 - $207.75 $141,108 - $160,175
-771 Reduced 13.65%
4,878 $909 Million
Q4 2024

Jan 15, 2025
SELL
$197.36 - $217.3 $49,340 - $54,325
-250 Reduced 4.24%
5,649 $1.12 Billion
Q3 2024

Oct 09, 2024
BUY
$179.99 - $201.6 $41,577 - $46,569
231 Added 4.08%
5,899 $1.18 Billion
Q1 2024

Apr 16, 2024
BUY
$172.45 - $191.88 $60,357 - $67,158
350 Added 6.58%
5,668 $1.09 Billion
Q4 2023

Jan 10, 2024
BUY
$149.18 - $181.94 $793,339 - $967,556
5,318 New
5,318 $939 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
Call Options Held
42.9K
Put Options Held
7K
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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