A detailed history of Fourth Dimension Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 1,528 shares of VBR stock, worth $319,321. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,528
Previous 2,237 31.69%
Holding current value
$319,321
Previous $417 Million 28.5%
% of portfolio
0.13%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

SELL
$162.76 - $195.77 $115,396 - $138,800
-709 Reduced 31.69%
1,528 $298 Million
Q1 2025

Apr 23, 2025

SELL
$183.02 - $207.75 $8,784 - $9,972
-48 Reduced 2.1%
2,237 $417 Million
Q4 2024

Feb 18, 2025

BUY
$197.36 - $217.3 $450,967 - $496,530
2,285 New
2,285 $453 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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