Silvia Mccoll Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Silvia Mccoll Wealth Management, LLC

$133 Billion
Q4 2024

A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 41,837 shares of VBR stock, worth $8.56 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares

41,837

Previous 41,298 1.31%

Holding current value

$8.56 Million

Previous $8.29 Billion 0.01%

% of portfolio

6.21%

Previous 6.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$197.36 - $217.3 $106,377 - $117,124	539 Added 1.31%	41,837 $8.29 Billion
Q3 2024 Oct 02, 2024	BUY	$179.99 - $201.6 $709,160 - $794,304	3,940 Added 10.55%	41,298 $8.29 Billion
Q2 2024 Jul 15, 2024	BUY	$177.65 - $191.11 $46,189 - $49,688	260 Added 0.7%	37,358 $6.82 Billion
Q1 2024 Apr 18, 2024	SELL	$172.45 - $191.88 $259,192 - $288,395	-1,503 Reduced 3.89%	37,098 $6.85 Billion
Q4 2023 Jan 09, 2024	BUY	$149.18 - $181.94 $106,066 - $129,359	711 Added 1.88%	38,601 $6.95 Billion
Q3 2023 Oct 17, 2023	BUY	$157.33 - $174.39 $48,929 - $54,235	311 Added 0.83%	37,890 $6.04 Billion
Q2 2023 Sep 05, 2023	BUY	$150.74 - $165.4 $83,509 - $91,631	554 Added 1.5%	37,579 $6.22 Billion
Q1 2023 Sep 05, 2023	BUY	$150.22 - $177.69 $150,670 - $178,223	1,003 Added 2.78%	37,025 $5.88 Billion
Q4 2022 Sep 05, 2023	BUY	$147.25 - $169.54 $5.3 Million - $6.11 Million	36,022 New	36,022 $5.72 Billion

Others Institutions Holding VBR

# of Institutions

1,559

Shares Held

93.1M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Silvia Mccoll Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History