Axis Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,950 shares of VBR stock, worth $616,491. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,950
Previous 3,011 2.03%
Holding current value
$616,491
Previous $587 Million 4.88%
% of portfolio
0.36%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$195.41 - $212.37 $11,920 - $12,954
-61 Reduced 2.03%
2,950 $616 Million
Q2 2025

Jul 15, 2025
SELL
$162.76 - $195.77 $45,572 - $54,815
-280 Reduced 8.51%
3,011 $587 Million
Q1 2025

Apr 28, 2025
BUY
$183.02 - $207.75 $8,235 - $9,348
45 Added 1.39%
3,291 $613 Million
Q4 2024

Feb 07, 2025
BUY
$197.36 - $217.3 $640,630 - $705,355
3,246 New
3,246 $643 Million

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
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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