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 358 shares of VBR stock, worth $74,370. This represents 0.02% of its overall portfolio holdings.

Number of Shares
358
Previous 282 26.95%
Holding current value
$74,370
Previous $51.5 Million 39.61%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP VALUE ETF


  • 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.