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

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 1,341 shares of VBR stock, worth $265,236. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,341

Previous 1,190 12.69%

Holding current value

$265,236

Previous $238,000 11.34%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$197.36 - $217.3 $29,801 - $32,812	151 Added 12.69%	1,341 $265,000
Q2 2024 Jul 25, 2024	SELL	$177.65 - $191.11 $155,088 - $166,839	-873 Reduced 42.32%	1,190 $217,000
Q1 2023 Apr 26, 2023	BUY	$150.22 - $177.69 $20,279 - $23,988	135 Added 7.0%	2,063 $327,000
Q4 2022 Jan 26, 2023	BUY	$147.25 - $169.54 $26,799 - $30,856	182 Added 10.42%	1,928 $0
Q1 2022 Apr 21, 2022	BUY	$165.62 - $182.58 $95,728 - $105,531	578 Added 49.49%	1,746 $307,000
Q4 2021 Jan 20, 2022	BUY	$168.72 - $185.72 $97,520 - $107,346	578 Added 97.97%	1,168 $209,000
Q3 2021 Oct 28, 2021	BUY	$162.66 - $175.73 $95,969 - $103,680	590 New	590 $100,000

Others Institutions Holding VBR

# of Institutions

1,701

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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