A detailed history of Austin Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Austin Wealth Management, LLC holds 1,768 shares of VBR stock, worth $352,981. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,768
Previous 1,794 1.45%
Holding current value
$352,981
Previous $336 Million 3.81%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 28, 2024

SELL
$179.99 - $201.6 $4,679 - $5,241
-26 Reduced 1.45%
1,768 $349 Million
Q2 2024

Jul 31, 2024

SELL
$177.65 - $191.11 $23,627 - $25,417
-133 Reduced 6.9%
1,794 $336 Million
Q1 2024

May 23, 2024

SELL
$172.45 - $191.88 $3,966 - $4,413
-23 Reduced 1.18%
1,927 $362 Million
Q4 2023

Feb 21, 2024

SELL
$149.18 - $181.94 $61,312 - $74,777
-411 Reduced 17.41%
1,950 $352 Million
Q3 2023

Dec 04, 2023

BUY
$157.33 - $174.39 $371,456 - $411,734
2,361 New
2,361 $387 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Austin Wealth Management, LLC Portfolio

Follow Austin Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Wealth Management, LLC with notifications on news.