Epg Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Epg Wealth Management LLC

$359 Billion
Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 74 shares of VBR stock, worth $13,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 73 1.37%

Holding current value

$13,984

Previous $14.5 Million 5.48%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$183.02 - $207.75 $183 - $207	1 Added 1.37%	74 $13.7 Million
Q4 2024 Feb 14, 2025	BUY	$197.36 - $217.3 $12,038 - $13,255	61 Added 508.33%	73 $14.5 Million
Q3 2024 Nov 13, 2024	BUY	$179.99 - $201.6 $2,159 - $2,419	12 New	12 $2.41 Million
Q2 2024 Aug 13, 2024	SELL	$177.65 - $191.11 $2,131 - $2,293	-12 Closed	0 $0
Q2 2023 Aug 15, 2023	SELL	$150.74 - $165.4 $10,853 - $11,908	-72 Reduced 85.71%	12 $1,000
Q1 2023 May 15, 2023	BUY	$150.22 - $177.69 $12,618 - $14,925	84 New	84 $13,000
Q2 2020 Aug 06, 2020	SELL	$81.16 - $120.46 $196,975 - $292,356	-2,427 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$75.8 - $139.04 $100,435 - $184,228	-1,325 Reduced 35.31%	2,427 $216,000
Q4 2019 Feb 14, 2020	BUY	$123.74 - $138.15 $464,272 - $518,338	3,752 New	3,752 $514,000

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Epg Wealth Management LLC Vanguard Small Cap Value ETF Transaction History