Canvas Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Canvas Wealth Advisors, LLC

  • $398 Million
  • Q1 2025

A detailed history of Canvas Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 4,028 shares of VBR stock, worth $788,561. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,028
Previous 1,753 129.78%
Holding current value
$788,561
Previous $347,000 116.14%
% of portfolio
0.19%
Previous 0.09%

Shares

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

Apr 24, 2025
BUY
$183.02 - $207.75 $416,370 - $472,631
2,275 Added 129.78%
4,028 $750,000
Q4 2024

Jan 28, 2025
BUY
$197.36 - $217.3 $345,972 - $380,926
1,753 New
1,753 $347,000
Q4 2022

Jan 23, 2023
SELL
$147.25 - $169.54 $3,828 - $4,408
-26 Reduced 0.84%
3,082 $0
Q3 2022

Oct 28, 2022
SELL
$143.4 - $172.87 $18,068 - $21,781
-126 Reduced 3.9%
3,108 $488,000
Q2 2022

Jul 25, 2022
BUY
$146.67 - $178.24 $6,013 - $7,307
41 Added 1.28%
3,234 $484,000
Q1 2022

May 09, 2022
SELL
$165.62 - $182.58 $83,141 - $91,655
-502 Reduced 13.59%
3,193 $536,000
Q4 2021

Jan 19, 2022
BUY
$168.72 - $185.72 $49,603 - $54,601
294 Added 8.64%
3,695 $661,000
Q3 2021

Oct 15, 2021
BUY
$162.66 - $175.73 $66,527 - $71,873
409 Added 13.67%
3,401 $576,000
Q2 2021

Aug 02, 2021
BUY
$166.46 - $180.76 $152,144 - $165,214
914 Added 43.98%
2,992 $520,000
Q1 2021

Apr 26, 2021
BUY
$139.89 - $172.72 $290,691 - $358,912
2,078 New
2,078 $350,000

Others Institutions Holding VBR

# of Institutions
1,705
Shares Held
92.9M
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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