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

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 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 6,669 shares of VBR stock, worth $1.32 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,669
Previous 4,961 34.43%
Holding current value
$1.32 Million
Previous $905,000 47.96%
% of portfolio
0.74%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,543
Shares Held
92.3M
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
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