Fonville Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Fonville Wealth Management LLC

$444 Billion
Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 3,890 shares of VBR stock, worth $799,239. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,890

Previous 3,904 0.36%

Holding current value

$799,239

Previous $762 Million 6.61%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$195.41 - $212.37 $2,735 - $2,973	-14 Reduced 0.36%	3,890 $813 Million
Q2 2025 Aug 07, 2025	BUY	$162.76 - $195.77 $82,844 - $99,646	509 Added 14.99%	3,904 $762 Million
Q1 2025 Apr 30, 2025	BUY	$183.02 - $207.75 $367,321 - $416,954	2,007 Added 144.6%	3,395 $626 Million
Q4 2024 Jan 28, 2025	BUY	$197.36 - $217.3 $197 - $217	1 Added 0.07%	1,388 $275 Million
Q3 2024 Oct 28, 2024	BUY	$179.99 - $201.6 $359 - $403	2 Added 0.14%	1,387 $279 Million

Q2 2024 Jul 30, 2024	BUY	$177.65 - $191.11 $15,100 - $16,244	85 Added 6.54%	1,385 $254 Million
Q1 2024 Apr 26, 2024	BUY	$172.45 - $191.88 $28,799 - $32,043	167 Added 14.74%	1,300 $249 Million
Q4 2023 Jan 31, 2024	BUY	$149.18 - $181.94 $169,020 - $206,138	1,133 New	1,133 $204 Million

Others Institutions Holding VBR

# of Institutions

1,795

Shares Held

91.3M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Fonville Wealth Management LLC Vanguard Small Cap Value ETF Transaction History