A detailed history of Doyle Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Doyle Wealth Management holds 1,977 shares of VBR stock, worth $394,708. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,977
Previous 1,968 0.46%
Holding current value
$394,708
Previous $295,000 4.07%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022

BUY
$143.4 - $172.87 $1,290 - $1,555
9 Added 0.46%
1,977 $283,000
Q2 2022

Aug 10, 2022

BUY
$146.67 - $178.24 $7,773 - $9,446
53 Added 2.77%
1,968 $295,000
Q1 2022

May 13, 2022

BUY
$165.62 - $182.58 $102,353 - $112,834
618 Added 47.65%
1,915 $337,000
Q4 2021

Feb 11, 2022

BUY
$168.72 - $185.72 $2,193 - $2,414
13 Added 1.01%
1,297 $0
Q3 2021

Nov 12, 2021

BUY
$162.66 - $175.73 $208,855 - $225,637
1,284 New
1,284 $217,000
Q1 2020

Apr 29, 2020

SELL
$75.8 - $139.04 $111,047 - $203,693
-1,465 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$123.74 - $138.15 $181,279 - $202,389
1,465 New
1,465 $201,000
Q3 2019

Nov 05, 2019

SELL
$128.22 - $131.67 $161,685 - $166,035
-1,261 Closed
0 $0
Q2 2019

Aug 15, 2019

BUY
N/A
1,261 New
1,261 $165,000
Q1 2019

May 13, 2019

SELL
N/A
-1,326 Closed
0 $0
Q4 2018

Feb 08, 2019

BUY
N/A
1,326 New
1,326 $151,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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