A detailed history of Forza Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 15,964 shares of VBR stock, worth $3.19 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
15,964
Previous 15,965 0.01%
Holding current value
$3.19 Million
Previous $2.91 Billion 10.0%
% of portfolio
1.47%
Previous 1.5%

Shares

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

Oct 28, 2024

SELL
$179.99 - $201.6 $179 - $201
-1 Reduced 0.01%
15,964 $3.21 Billion
Q2 2024

Jul 17, 2024

SELL
$177.65 - $191.11 $15,633 - $16,817
-88 Reduced 0.55%
15,965 $2.91 Billion
Q1 2024

Apr 22, 2024

SELL
$172.45 - $191.88 $37,076 - $41,254
-215 Reduced 1.32%
16,053 $3.08 Billion
Q4 2023

Jan 24, 2024

SELL
$149.18 - $181.94 $414,422 - $505,429
-2,778 Reduced 14.59%
16,268 $2.93 Billion
Q1 2023

May 03, 2023

BUY
$150.22 - $177.69 $417,311 - $493,622
2,778 Added 17.08%
19,046 $3.02 Billion
Q4 2022

Feb 06, 2023

BUY
$147.25 - $169.54 $2.4 Million - $2.76 Million
16,268 New
16,268 $2.58 Billion

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.