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

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 2,760 shares of VBR stock, worth $576,784. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,743 0.62%
Holding current value
$576,784
Previous $534,000 7.87%
% of portfolio
0.08%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$195.41 - $212.37 $3,321 - $3,610
17 Added 0.62%
2,760 $576,000
Q2 2025

Jul 30, 2025
SELL
$162.76 - $195.77 $3,417 - $4,111
-21 Reduced 0.76%
2,743 $534,000
Q1 2025

Apr 28, 2025
BUY
$183.02 - $207.75 $315,160 - $357,745
1,722 Added 165.26%
2,764 $514,000
Q4 2024

Jan 24, 2025
BUY
$197.36 - $217.3 $197 - $217
1 Added 0.1%
1,042 $206,000
Q3 2024

Oct 30, 2024
BUY
$179.99 - $201.6 $187,369 - $209,865
1,041 New
1,041 $209,000
Q1 2024

May 14, 2024
SELL
$172.45 - $191.88 $87,604 - $97,475
-508 Reduced 28.91%
1,249 $239,000
Q4 2023

May 14, 2024
SELL
$149.18 - $181.94 $4,027 - $4,912
-27 Reduced 1.51%
1,757 $316,000
Q3 2023

Nov 14, 2023
SELL
$157.33 - $174.39 $22,183 - $24,588
-141 Reduced 7.32%
1,784 $284,000
Q2 2023

Jul 12, 2023
SELL
$150.74 - $165.4 $7,235 - $7,939
-48 Reduced 2.43%
1,925 $318,000
Q1 2023

Apr 24, 2023
SELL
$150.22 - $177.69 $7,961 - $9,417
-53 Reduced 2.62%
1,973 $313,000
Q4 2022

Jan 19, 2023
BUY
$147.25 - $169.54 $55,807 - $64,255
379 Added 23.01%
2,026 $0
Q3 2022

Oct 24, 2022
BUY
$143.4 - $172.87 $236,179 - $284,716
1,647 New
1,647 $236,000

Others Institutions Holding VBR

# of Institutions
1,768
Shares Held
91.1M
Call Options Held
58.1K
Put Options Held
3.1K
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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