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

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 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 2,764 shares of VBR stock, worth $552,053. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,764
Previous 1,042 165.26%
Holding current value
$552,053
Previous $206,000 149.51%
% of portfolio
0.12%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,703
Shares Held
92.8M
Call Options Held
42.9K
Put Options Held
7K
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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