Fonville Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 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 3,395 shares of VBR stock, worth $611,032. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,395
Previous 1,388 144.6%
Holding current value
$611,032
Previous $275 Million 127.6%
% of portfolio
0.18%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,693
Shares Held
95.1M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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