A detailed history of Arkadios Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,770 shares of VBR stock, worth $1.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,770
Previous 6,591 2.72%
Holding current value
$1.36 Million
Previous $1.2 Million 13.06%
% of portfolio
0.08%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$179.99 - $201.6 $32,218 - $36,086
179 Added 2.72%
6,770 $1.36 Million
Q2 2024

Jul 29, 2024

SELL
$177.65 - $191.11 $2.64 Million - $2.84 Million
-14,863 Reduced 69.28%
6,591 $1.2 Million
Q1 2024

Apr 30, 2024

BUY
$172.45 - $191.88 $652,723 - $726,265
3,785 Added 21.42%
21,454 $4.12 Million
Q4 2023

Jan 24, 2024

BUY
$149.18 - $181.94 $494,680 - $603,313
3,316 Added 23.1%
17,669 $3.18 Million
Q3 2023

Oct 13, 2023

BUY
$157.33 - $174.39 $1.49 Million - $1.65 Million
9,460 Added 193.34%
14,353 $2.29 Million
Q2 2023

Jul 26, 2023

SELL
$150.74 - $165.4 $12,059 - $13,232
-80 Reduced 1.61%
4,893 $809,000
Q1 2023

May 02, 2023

BUY
$150.22 - $177.69 $84,273 - $99,684
561 Added 12.72%
4,973 $789,000
Q4 2022

Jan 11, 2023

BUY
$147.25 - $169.54 $19,142 - $22,040
130 Added 3.04%
4,412 $0
Q3 2022

Oct 21, 2022

BUY
$143.4 - $172.87 $178,676 - $215,396
1,246 Added 41.04%
4,282 $614,000
Q2 2022

Jul 14, 2022

SELL
$146.67 - $178.24 $8,213 - $9,981
-56 Reduced 1.81%
3,036 $455,000
Q1 2022

May 02, 2022

SELL
$165.62 - $182.58 $20,702 - $22,822
-125 Reduced 3.89%
3,092 $544,000
Q4 2021

Feb 03, 2022

SELL
$168.72 - $185.72 $196,896 - $216,735
-1,167 Reduced 26.62%
3,217 $575,000
Q3 2021

Oct 19, 2021

SELL
$162.66 - $175.73 $325 - $351
-2 Reduced 0.05%
4,384 $742,000
Q2 2021

Jul 28, 2021

BUY
$166.46 - $180.76 $48,439 - $52,601
291 Added 7.11%
4,386 $761,000
Q1 2021

Apr 26, 2021

SELL
$139.89 - $172.72 $5,595 - $6,908
-40 Reduced 0.97%
4,095 $678,000
Q4 2020

Feb 09, 2021

BUY
$111.89 - $142.79 $459,420 - $586,295
4,106 Added 14158.62%
4,135 $588,000
Q2 2020

Aug 10, 2020

SELL
$81.16 - $120.46 $2,515 - $3,734
-31 Reduced 51.67%
29 $3.15 Million
Q1 2020

May 14, 2020

BUY
$75.8 - $139.04 $4,548 - $8,342
60 New
60 $5.35 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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