Forvis Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

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 1,333 shares of VBR stock, worth $251,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,333
Previous 1,613 17.36%
Holding current value
$251,910
Previous $319,000 22.26%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$183.02 - $207.75 $51,245 - $58,170
-280 Reduced 17.36%
1,333 $248,000
Q4 2024

Feb 03, 2025
BUY
$197.36 - $217.3 $47,366 - $52,152
240 Added 17.48%
1,613 $319,000
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

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
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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