Provenance Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Provenance Wealth Advisors, LLC

  • $774 Billion
  • Q3 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 25 shares of VBR stock, worth $5,136. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 87 71.26%
Holding current value
$5,136
Previous $16.3 Million 67.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$195.41 - $212.37 $12,115 - $13,166
-62 Reduced 71.26%
25 $5.31 Million
Q2 2024

Aug 15, 2025
SELL
$177.65 - $191.11 $8,349 - $8,982
-47 Reduced 35.07%
87 $16 Million
Q1 2024

Aug 15, 2025
BUY
$172.45 - $191.88 $11,726 - $13,047
68 Added 103.03%
134 $25.8 Million
Q4 2023

Aug 15, 2025
BUY
$149.18 - $181.94 $9,845 - $12,008
66 New
66 $12 Million

Others Institutions Holding VBR

# of Institutions
1,795
Shares Held
91.7M
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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