Brown Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Brown Wealth Management, LLC

$282 Billion
Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 15,536 shares of VBR stock, worth $3.16 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

15,536

Previous 15,130 2.68%

Holding current value

$3.16 Million

Previous $3.04 Billion 1.35%

% of portfolio

1.09%

Previous 1.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$197.36 - $217.3 $80,128 - $88,223	406 Added 2.68%	15,536 $3.08 Billion
Q3 2024 Nov 14, 2024	SELL	$179.99 - $201.6 $27,718 - $31,046	-154 Reduced 1.01%	15,130 $3.04 Billion
Q2 2024 Aug 13, 2024	BUY	$177.65 - $191.11 $585,889 - $630,280	3,298 Added 27.52%	15,284 $2.79 Billion
Q1 2024 May 13, 2024	BUY	$172.45 - $191.88 $29,488 - $32,811	171 Added 1.45%	11,986 $2.3 Billion
Q4 2023 Feb 14, 2024	SELL	$149.18 - $181.94 $301,940 - $368,246	-2,024 Reduced 14.63%	11,815 $2.13 Billion
Q3 2023 Nov 14, 2023	BUY	$157.33 - $174.39 $471,046 - $522,123	2,994 Added 27.61%	13,839 $2.21 Billion
Q2 2023 Aug 08, 2023	BUY	$150.74 - $165.4 $1.63 Million - $1.79 Million	10,845 New	10,845 $1.79 Billion

Others Institutions Holding VBR

# of Institutions

1,687

Shares Held

100M

Call Options Held

57.7K

Put Options Held

8.3K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Brown Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History