Diversify Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 16,286 shares of VBR stock, worth $3.08 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,286
Previous 15,301 6.44%
Holding current value
$3.08 Million
Previous $2.99 Billion 1.54%
% of portfolio
0.22%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$183.02 - $207.75 $180,274 - $204,633
985 Added 6.44%
16,286 $2.94 Billion
Q4 2024

Jan 16, 2025
BUY
$197.36 - $217.3 $17,367 - $19,122
88 Added 0.58%
15,301 $2.99 Billion
Q3 2024

Oct 25, 2024
BUY
$179.99 - $201.6 $2.54 Million - $2.84 Million
14,086 Added 1249.87%
15,213 $3.04 Billion
Q2 2024

Aug 08, 2024
BUY
$177.65 - $191.11 $200,211 - $215,380
1,127 New
1,127 $206 Million

Others Institutions Holding VBR

# of Institutions
1,705
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
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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