American Financial & Tax Strategies Inc Vanguard Small Cap Value ETF Transaction History

American Financial & Tax Strategies Inc

$182 Million
Q1 2025

A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 15,162 shares of VBR stock, worth $2.88 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

15,162

Previous 15,756 3.77%

Holding current value

$2.88 Million

Previous $3.12 Million 9.55%

% of portfolio

1.56%

Previous 1.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$183.02 - $207.75 $108,713 - $123,403	-594 Reduced 3.77%	15,162 $2.82 Million
Q4 2024 Jan 27, 2025	SELL	$197.36 - $217.3 $5,131 - $5,649	-26 Reduced 0.16%	15,756 $3.12 Million
Q3 2024 Oct 28, 2024	SELL	$179.99 - $201.6 $85,135 - $95,356	-473 Reduced 2.91%	15,782 $3.17 Million
Q2 2024 Aug 08, 2024	BUY	$177.65 - $191.11 $19,008 - $20,448	107 Added 0.66%	16,255 $2.97 Million
Q1 2024 Aug 02, 2024	BUY	$172.45 - $191.88 $2.78 Million - $3.1 Million	16,148 New	16,148 $3.1 Million
Q4 2023 Aug 06, 2024	BUY	$149.18 - $181.94 $61,462 - $74,959	412 Added 2.55%	16,560 $2.98 Billion

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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American Financial & Tax Strategies Inc Vanguard Small Cap Value ETF Transaction History