A detailed history of Founders Financial Alliance, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 533 shares of VBR stock, worth $105,811. This represents 0.03% of its overall portfolio holdings.

Number of Shares
533
Previous 532 0.19%
Holding current value
$105,811
Previous $97,000 10.31%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 01, 2024

BUY
$179.99 - $201.6 $179 - $201
1 Added 0.19%
533 $107,000
Q2 2024

Aug 23, 2024

SELL
$177.65 - $191.11 $13,323 - $14,333
-75 Reduced 12.36%
532 $97,000
Q1 2024

May 14, 2024

BUY
$172.45 - $191.88 $12,933 - $14,391
75 Added 14.1%
607 $116,000
Q1 2023

May 15, 2023

SELL
$150.22 - $177.69 $2,403 - $2,843
-16 Reduced 2.92%
532 $84,000
Q4 2022

Feb 15, 2023

BUY
$147.25 - $169.54 $5,595 - $6,442
38 Added 7.45%
548 $87,000
Q3 2022

Nov 14, 2022

SELL
$143.4 - $172.87 $111,135 - $133,974
-775 Reduced 60.31%
510 $73,000
Q2 2022

Aug 15, 2022

BUY
$146.67 - $178.24 $113,669 - $138,136
775 Added 151.96%
1,285 $193,000
Q1 2022

May 12, 2022

SELL
$165.62 - $182.58 $337,367 - $371,915
-2,037 Reduced 79.98%
510 $90,000
Q4 2021

Feb 14, 2022

BUY
$168.72 - $185.72 $168 - $185
1 Added 0.04%
2,547 $455,000
Q3 2021

Nov 15, 2021

SELL
$162.66 - $175.73 $18,380 - $19,857
-113 Reduced 4.25%
2,546 $430,000
Q2 2021

Aug 02, 2021

BUY
$166.46 - $180.76 $47,940 - $52,058
288 Added 12.15%
2,659 $464,000
Q1 2021

May 14, 2021

BUY
$139.89 - $172.72 $300,903 - $371,520
2,151 Added 977.73%
2,371 $405,000
Q3 2020

Nov 13, 2020

BUY
$102.46 - $117.9 $22,541 - $25,938
220 New
220 $26,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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