Accel Wealth Management Vanguard Small Cap Value ETF Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Accel Wealth Management holds 1,664 shares of VBR stock, worth $314,462. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,664

Previous 1,515 9.83%

Holding current value

$314,462

Previous $300,000 2.67%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$183.02 - $207.75 $27,269 - $30,954	149 Added 9.83%	1,664 $308,000
Q4 2024 Jan 21, 2025	BUY	$197.36 - $217.3 $63,549 - $69,970	322 Added 26.99%	1,515 $300,000
Q3 2024 Oct 15, 2024	BUY	$179.99 - $201.6 $14,759 - $16,531	82 Added 7.38%	1,193 $239,000
Q2 2024 Jul 12, 2024	SELL	$177.65 - $191.11 $82,074 - $88,292	-462 Reduced 29.37%	1,111 $202,000
Q4 2023 Jan 18, 2024	BUY	$149.18 - $181.94 $22,377 - $27,291	150 Added 10.54%	1,573 $283,000
Q2 2023 Jul 24, 2023	BUY	$150.74 - $165.4 $196,414 - $215,516	1,303 Added 1085.83%	1,423 $235,000
Q4 2021 Jan 18, 2022	SELL	$168.72 - $185.72 $3,205 - $3,528	-19 Reduced 13.67%	120 $21,000
Q4 2020 Jan 27, 2021	BUY	$111.89 - $142.79 $15,552 - $19,847	139 New	139 $20,000

Others Institutions Holding VBR

# of Institutions

1,705

Shares Held

92.8M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Accel Wealth Management Vanguard Small Cap Value ETF Transaction History