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 $274,998. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,341
Previous 1,190 12.69%
Holding current value
$274,998
Previous $238,000 11.34%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,584
Shares Held
92.8M
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
Track This Portfolio

Track Destiny Wealth Partners, LLC Portfolio

Follow Destiny Wealth Partners, LLC 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 Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email