Forza Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

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 $3.32 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
15,964
Previous 15,965 0.01%
Holding current value
$3.32 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

# of Institutions
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
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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