Abound Wealth Management Vanguard Small Cap Value ETF Transaction History

Abound Wealth Management

  • $300 Billion
  • Q1 2025

A detailed history of Abound Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Abound Wealth Management holds 903 shares of VBR stock, worth $162,521. This represents 0.06% of its overall portfolio holdings.

Number of Shares
903
Previous 358 152.23%
Holding current value
$162,521
Previous $71 Million 137.05%
% of portfolio
0.06%
Previous 0.02%

Shares

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

Apr 17, 2025
BUY
$183.02 - $207.75 $99,745 - $113,223
545 Added 152.23%
903 $168 Million
Q3 2024

Nov 04, 2024
BUY
$179.99 - $201.6 $13,679 - $15,321
76 Added 26.95%
358 $71.9 Million
Q2 2024

Aug 09, 2024
BUY
$177.65 - $191.11 $11,014 - $11,848
62 Added 28.18%
282 $51.5 Million
Q1 2024

Aug 08, 2024
BUY
$172.45 - $191.88 $4,483 - $4,988
26 Added 13.4%
220 $42.3 Million
Q4 2023

Aug 08, 2024
SELL
$149.18 - $181.94 $37,295 - $45,485
-250 Reduced 56.31%
194 $34.9 Million
Q3 2023

Aug 08, 2024
BUY
$157.33 - $174.39 $9,125 - $10,114
58 Added 15.03%
444 $70.9 Million
Q2 2023

Aug 08, 2024
SELL
$150.74 - $165.4 $150 - $165
-1 Reduced 0.26%
386 $63.9 Million
Q1 2023

Aug 07, 2024
BUY
$150.22 - $177.69 $58,135 - $68,766
387 New
387 $61.5 Million
Q4 2022

Aug 07, 2024
BUY
$147.25 - $169.54 $10,454 - $12,037
71 Added 21.71%
398 $63.1 Million
Q3 2022

Aug 07, 2024
SELL
$143.4 - $172.87 $8,604 - $10,372
-60 Reduced 15.5%
327 $46.9 Million
Q2 2022

Aug 12, 2024
BUY
$146.67 - $178.24 $5,133 - $6,238
35 Added 12.41%
317 $47.4 Million
Q1 2022

Aug 12, 2024
SELL
$165.62 - $182.58 $10,930 - $12,050
-66 Reduced 20.12%
262 $46 Million
Q4 2021

Aug 12, 2024
BUY
$168.72 - $185.72 $7,761 - $8,543
46 Added 16.31%
328 $58.6 Million

Others Institutions Holding VBR

# of Institutions
1,696
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
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email