Better Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Better Wealth, LLC

  • $330 Million
  • Q3 2024

A detailed history of Better Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Better Wealth, LLC holds 1,242 shares of VBR stock, worth $247,965. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,242
Previous 1,230 0.98%
Holding current value
$247,965
Previous $224,000 11.16%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 22, 2024
BUY
$179.99 - $201.6 $2,159 - $2,419
12 Added 0.98%
1,242 $249,000
Q2 2024

Jul 19, 2024
SELL
$177.65 - $191.11 $6,395 - $6,879
-36 Reduced 2.84%
1,230 $224,000
Q1 2024

Apr 19, 2024
BUY
$172.45 - $191.88 $1,034 - $1,151
6 Added 0.48%
1,266 $242,000
Q4 2023

Jan 23, 2024
BUY
$149.18 - $181.94 $187,966 - $229,244
1,260 New
1,260 $226,000
Q2 2023

Jul 24, 2023
BUY
$150.74 - $165.4 $187,822 - $206,088
1,246 New
1,246 $206,000
Q2 2022

Jul 29, 2022
SELL
$146.67 - $178.24 $177,764 - $216,026
-1,212 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$165.62 - $182.58 $662 - $730
4 Added 0.33%
1,212 $213,000
Q4 2021

Mar 03, 2022
BUY
$168.72 - $185.72 $203,813 - $224,349
1,208 New
1,208 $216,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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