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

Discipline Wealth Solutions, LLC

$246 Million
Q2 2025

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 13,118 shares of VBR stock, worth $2.6 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

13,118

Previous 5,092 157.62%

Holding current value

$2.6 Million

Previous $948,000 169.83%

% of portfolio

1.04%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$162.76 - $195.77 $1.31 Million - $1.57 Million	8,026 Added 157.62%	13,118 $2.56 Million
Q1 2025 Apr 29, 2025	SELL	$183.02 - $207.75 $168,378 - $191,130	-920 Reduced 15.3%	5,092 $948,000
Q4 2024 Feb 26, 2025	SELL	$197.36 - $217.3 $129,665 - $142,766	-657 Reduced 9.85%	6,012 $1.19 Million
Q3 2024 Nov 19, 2024	BUY	$179.99 - $201.6 $307,422 - $344,332	1,708 Added 34.43%	6,669 $1.34 Million
Q2 2024 Aug 07, 2024	BUY	$177.65 - $191.11 $482,142 - $518,672	2,714 Added 120.78%	4,961 $905,000
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

1,728

Shares Held

93.4M

Call Options Held

44.4K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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