Sagace Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Sagace Wealth Management LLC

  • $132 Billion
  • Q1 2025

A detailed history of Sagace Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 4,496 shares of VBR stock, worth $809,190. This represents 0.63% of its overall portfolio holdings.

Number of Shares
4,496
Previous 4,613 2.54%
Holding current value
$809,190
Previous $914 Million 8.38%
% of portfolio
0.63%
Previous 0.68%

Shares

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

Apr 15, 2025
SELL
$183.02 - $207.75 $21,413 - $24,306
-117 Reduced 2.54%
4,496 $838 Million
Q4 2024

Jan 14, 2025
SELL
$197.36 - $217.3 $508,399 - $559,764
-2,576 Reduced 35.83%
4,613 $914 Million
Q3 2024

Oct 15, 2024
BUY
$179.99 - $201.6 $102,594 - $114,912
570 Added 8.61%
7,189 $1.45 Billion
Q2 2024

Jul 23, 2024
BUY
$177.65 - $191.11 $1.18 Million - $1.26 Million
6,619 New
6,619 $1.28 Billion

Others Institutions Holding VBR

# of Institutions
1,691
Shares Held
95.1M
Call Options Held
56.1K
Put Options Held
9.5K
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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