Axim Planning & Wealth Vanguard Small Cap Value ETF Transaction History

Axim Planning & Wealth

  • $113 Million
  • Q1 2025

A detailed history of Axim Planning & Wealth transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 1,558 shares of VBR stock, worth $314,716. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,558
Previous 1,498 4.01%
Holding current value
$314,716
Previous $296,000 2.03%
% of portfolio
0.26%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$183.02 - $207.75 $10,981 - $12,465
60 Added 4.01%
1,558 $290,000
Q4 2024

Feb 11, 2025
BUY
$197.36 - $217.3 $295,645 - $325,515
1,498 New
1,498 $296,000

Others Institutions Holding VBR

# of Institutions
1,731
Shares Held
93.2M
Call Options Held
42.9K
Put Options Held
7K
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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