Acorn Financial Advisory Services Inc Vanguard Small Cap Value ETF Transaction History

Acorn Financial Advisory Services Inc

  • $461 Million
  • Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 7,002 shares of VBR stock, worth $1.32 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,002
Previous 9,470 26.06%
Holding current value
$1.32 Million
Previous $1.88 Million 30.49%
% of portfolio
0.28%
Previous 0.36%

Shares

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

Apr 29, 2025
SELL
$183.02 - $207.75 $451,693 - $512,727
-2,468 Reduced 26.06%
7,002 $1.3 Million
Q4 2024

Feb 14, 2025
SELL
$197.36 - $217.3 $220,845 - $243,158
-1,119 Reduced 10.57%
9,470 $1.88 Million
Q3 2024

Nov 01, 2024
SELL
$179.99 - $201.6 $56,516 - $63,302
-314 Reduced 2.88%
10,589 $2.13 Million
Q2 2024

Aug 01, 2024
SELL
$177.65 - $191.11 $50,630 - $54,466
-285 Reduced 2.55%
10,903 $1.99 Million
Q1 2024

May 08, 2024
SELL
$172.45 - $191.88 $227,633 - $253,281
-1,320 Reduced 10.55%
11,188 $2.15 Million
Q4 2023

Jan 17, 2024
BUY
$149.18 - $181.94 $40,875 - $49,851
274 Added 2.24%
12,508 $2.25 Million
Q3 2023

Oct 10, 2023
SELL
$157.33 - $174.39 $314 - $348
-2 Reduced 0.02%
12,234 $1.95 Million
Q2 2023

Jul 20, 2023
BUY
$150.74 - $165.4 $67,531 - $74,099
448 Added 3.8%
12,236 $2.02 Million
Q1 2023

Apr 26, 2023
BUY
$150.22 - $177.69 $9,764 - $11,549
65 Added 0.55%
11,788 $1.87 Million
Q4 2022

Jan 20, 2023
SELL
$147.25 - $169.54 $93,798 - $107,996
-637 Reduced 5.15%
11,723 $0
Q3 2022

Oct 12, 2022
BUY
$143.4 - $172.87 $1.46 Million - $1.76 Million
10,154 Added 460.29%
12,360 $1.77 Million
Q2 2022

Jul 12, 2022
BUY
$146.67 - $178.24 $18,773 - $22,814
128 Added 6.16%
2,206 $331,000
Q1 2022

Apr 18, 2022
BUY
$165.62 - $182.58 $33,952 - $37,428
205 Added 10.95%
2,078 $366,000
Q4 2021

Jan 31, 2022
BUY
$168.72 - $185.72 $29,694 - $32,686
176 Added 10.37%
1,873 $335,000
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $162 - $175
1 Added 0.06%
1,697 $287,000
Q1 2021

Apr 12, 2021
BUY
$139.89 - $172.72 $2,238 - $2,763
16 Added 0.95%
1,696 $281,000
Q4 2020

Jan 25, 2021
BUY
$111.89 - $142.79 $187,975 - $239,887
1,680 New
1,680 $239,000
Q3 2020

Oct 15, 2020
SELL
$102.46 - $117.9 $203,895 - $234,621
-1,990 Closed
0 $0
Q2 2020

Jul 10, 2020
BUY
$81.16 - $120.46 $161,508 - $239,715
1,990 New
1,990 $212,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
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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