A detailed history of Financial Gravity Asset Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 513 shares of VBR stock, worth $102,420. This represents 0.02% of its overall portfolio holdings.

Number of Shares
513
Previous 845 39.29%
Holding current value
$102,420
Previous $152 Million 38.31%
% of portfolio
0.02%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$177.65 - $191.11 $58,979 - $63,448
-332 Reduced 39.29%
513 $93.7 Million
Q1 2024

May 13, 2024

BUY
$172.45 - $191.88 $124,336 - $138,345
721 Added 12016.67%
727 $140 Million
Q4 2023

Jun 26, 2024

BUY
$149.18 - $181.94 $17,603 - $21,468
118 Added 16.23%
845 $152 Million
Q3 2023

Nov 15, 2023

BUY
$157.33 - $174.39 $943 - $1,046
6 New
6 $0
Q1 2022

May 13, 2022

SELL
$165.62 - $182.58 $30,805 - $33,959
-186 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$168.72 - $185.72 $4,724 - $5,200
-28 Reduced 13.08%
186 $32,000
Q2 2021

Aug 11, 2021

BUY
$166.46 - $180.76 $499 - $542
3 Added 1.42%
214 $37,000
Q4 2020

Feb 16, 2021

BUY
$111.89 - $142.79 $23,608 - $30,128
211 New
211 $0
Q2 2020

Aug 13, 2020

SELL
$81.16 - $120.46 $12,904 - $19,153
-159 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$75.8 - $139.04 $227 - $417
3 Added 1.92%
159 $0
Q4 2019

Feb 28, 2020

SELL
$123.74 - $138.15 $3,464 - $3,868
-28 Reduced 15.22%
156 $21,000
Q3 2018

Oct 31, 2018

BUY
N/A
141 Added 327.91%
184 $23,000
Q1 2018

May 23, 2018

BUY
N/A
43 New
43 $6,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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