Copia Wealth Management Vanguard Small Cap Value ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,510 shares of VBR stock, worth $498,134. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,510
Previous 2,283 9.94%
Holding current value
$498,134
Previous $425 Million 15.09%
% of portfolio
0.41%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$162.76 - $195.77 $36,946 - $44,439
227 Added 9.94%
2,510 $489 Million
Q1 2025

Apr 17, 2025
BUY
$183.02 - $207.75 $38,983 - $44,250
213 Added 10.29%
2,283 $425 Million
Q4 2024

Mar 06, 2025
BUY
$197.36 - $217.3 $408,535 - $449,811
2,070 New
2,070 $410 Million

Others Institutions Holding VBR

# of Institutions
1,728
Shares Held
93.4M
Call Options Held
44.4K
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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