Discipline Wealth Solutions, LLC Vanguard Small Cap Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $109 Million
  • Q1 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,247 shares of VBR stock, worth $407,897. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,247
Previous 3,445 34.78%
Holding current value
$407,897
Previous $619,000 30.37%
% of portfolio
0.4%
Previous 0.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $206,595 - $229,872
-1,198 Reduced 34.78%
2,247 $431,000
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $513,925 - $626,783
3,445 New
3,445 $619,000

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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 Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email