Confluence Wealth Services, Inc. Vanguard Small Cap Value ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,920 shares of VBR stock, worth $401,241. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,920
Previous 1,334 43.93%
Holding current value
$401,241
Previous $248,000 50.81%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$162.76 - $195.77 $95,377 - $114,721
586 Added 43.93%
1,920 $374,000
Q1 2025

Apr 24, 2025
BUY
$183.02 - $207.75 $244,148 - $277,138
1,334 New
1,334 $248,000
Q1 2022

Apr 26, 2022
SELL
$165.62 - $182.58 $68,069 - $75,040
-411 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$168.72 - $185.72 $69,343 - $76,330
411 New
411 $73,000

Others Institutions Holding VBR

# of Institutions
1,768
Shares Held
91.1M
Call Options Held
58.1K
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
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email