A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,373 shares of VBR stock, worth $274,119. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,373
Holding current value
$274,119
% of portfolio
0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$179.99 - $201.6 $247,126 - $276,796
1,373 New
1,373 $275,000
Q1 2024

Apr 19, 2024

BUY
$172.45 - $191.88 $184,693 - $205,503
1,071 New
1,071 $205,000
Q1 2023

Apr 26, 2023

SELL
$150.22 - $177.69 $18,176 - $21,500
-121 Reduced 8.49%
1,304 $207,000
Q4 2022

Feb 02, 2023

SELL
$147.25 - $169.54 $3,681 - $4,238
-25 Reduced 1.72%
1,425 $226,000
Q3 2022

Oct 13, 2022

SELL
$143.4 - $172.87 $2,437 - $2,938
-17 Reduced 1.16%
1,450 $208,000
Q2 2022

Jul 22, 2022

BUY
$146.67 - $178.24 $215,164 - $261,478
1,467 New
1,467 $220,000
Q3 2021

Oct 14, 2021

SELL
$162.66 - $175.73 $237,971 - $257,092
-1,463 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
$166.46 - $180.76 $243,530 - $264,451
1,463 New
1,463 $254,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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