Avidian Wealth Solutions, LLC Vanguard Small Cap Value ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 25,605 shares of VBR stock, worth $5.35 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
25,605
Previous 25,754 0.58%
Holding current value
$5.35 Million
Previous $4.8 Million 4.09%
% of portfolio
0.21%
Previous 0.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$162.76 - $195.77 $24,251 - $29,169
-149 Reduced 0.58%
25,605 $4.99 Million
Q1 2025

Apr 25, 2025
SELL
$183.02 - $207.75 $102,308 - $116,132
-559 Reduced 2.12%
25,754 $4.8 Million
Q4 2024

Jan 29, 2025
SELL
$197.36 - $217.3 $137,757 - $151,675
-698 Reduced 2.58%
26,313 $5.21 Million
Q3 2024

Oct 30, 2024
SELL
$179.99 - $201.6 $110,873 - $124,185
-616 Reduced 2.23%
27,011 $5.42 Million
Q2 2024

Aug 06, 2024
SELL
$177.65 - $191.11 $684,485 - $736,346
-3,853 Reduced 12.24%
27,627 $5.04 Million
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $310,754 - $345,767
-1,802 Reduced 5.41%
31,480 $6.04 Million
Q4 2023

Feb 06, 2024
SELL
$149.18 - $181.94 $1.19 Million - $1.45 Million
-7,996 Reduced 19.37%
33,282 $5.99 Million
Q3 2023

Oct 13, 2023
SELL
$157.33 - $174.39 $910,940 - $1.01 Million
-5,790 Reduced 12.3%
41,278 $6.58 Million
Q2 2023

Aug 03, 2023
BUY
$150.74 - $165.4 $1.87 Million - $2.05 Million
12,383 Added 35.7%
47,068 $7.79 Million
Q1 2023

May 08, 2023
BUY
$150.22 - $177.69 $5.21 Million - $6.16 Million
34,685 New
34,685 $5.51 Million

Others Institutions Holding VBR

# of Institutions
1,758
Shares Held
91.3M
Call Options Held
58.1K
Put Options Held
3.1K
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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