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 15,213 shares of VBR stock, worth $3.26 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,213
Previous 1,127 1249.87%
Holding current value
$3.26 Million
Previous $206 Million 1376.23%
% of portfolio
0.29%
Previous 0.03%

Shares

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

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.