Arista Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Arista Wealth Management, LLC

$413 Billion
Q1 2025

A detailed history of Arista Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Arista Wealth Management, LLC holds 13,627 shares of VBR stock, worth $2.67 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

13,627

Previous 13,683 0.41%

Holding current value

$2.67 Million

Previous $2.71 Billion 6.38%

% of portfolio

0.62%

Previous 0.65%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$183.02 - $207.75 $10,249 - $11,634	-56 Reduced 0.41%	13,627 $2.54 Billion
Q4 2024 Feb 13, 2025	BUY	$197.36 - $217.3 $592 - $651	3 Added 0.02%	13,683 $2.71 Billion
Q3 2024 Oct 30, 2024	BUY	$179.99 - $201.6 $4,319 - $4,838	24 Added 0.18%	13,680 $2.75 Billion
Q2 2024 Aug 13, 2024	BUY	$177.65 - $191.11 $1.34 Million - $1.44 Million	7,547 Added 123.54%	13,656 $2.49 Billion
Q1 2024 Apr 22, 2024	SELL	$172.45 - $191.88 $1.36 Million - $1.51 Million	-7,861 Reduced 56.27%	6,109 $1.17 Billion
Q4 2023 Jan 31, 2024	SELL	$149.18 - $181.94 $195,276 - $238,159	-1,309 Reduced 8.57%	13,970 $2.51 Billion
Q3 2023 Oct 31, 2023	BUY	$157.33 - $174.39 $81,024 - $89,810	515 Added 3.49%	15,279 $2.44 Billion
Q2 2023 Jul 20, 2023	SELL	$150.74 - $165.4 $14.4 Million - $15.8 Million	-95,363 Reduced 86.59%	14,764 $2.44 Billion
Q1 2023 Apr 27, 2023	SELL	$150.22 - $177.69 $4.5 Million - $5.32 Million	-29,957 Reduced 21.39%	110,127 $17.5 Billion
Q4 2022 Feb 13, 2023	BUY	$147.25 - $169.54 $20.6 Million - $23.7 Million	140,084 New	140,084 $22.2 Billion

Others Institutions Holding VBR

# of Institutions

1,705

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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Arista Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History