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

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 33,855 shares of VBR stock, worth $6.96 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

33,855

Previous 34,793 2.7%

Holding current value

$6.96 Million

Previous $6.78 Million 4.14%

% of portfolio

0.27%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$195.41 - $212.37 $183,294 - $199,203	-938 Reduced 2.7%	33,855 $7.07 Million
Q2 2025 Aug 13, 2025	BUY	$162.76 - $195.77 $628,416 - $755,867	3,861 Added 12.48%	34,793 $6.78 Million
Q1 2025 May 09, 2025	SELL	$183.02 - $207.75 $286,243 - $324,921	-1,564 Reduced 4.81%	30,932 $5.76 Million
Q4 2024 Feb 13, 2025	SELL	$197.36 - $217.3 $497,544 - $547,813	-2,521 Reduced 7.2%	32,496 $6.44 Million
Q3 2024 Nov 12, 2024	SELL	$179.99 - $201.6 $1.17 Million - $1.31 Million	-6,503 Reduced 15.66%	35,017 $7.03 Million

Q2 2024 Aug 12, 2024	BUY	$177.65 - $191.11 $144,784 - $155,754	815 Added 2.0%	41,520 $7.58 Million
Q1 2024 May 15, 2024	BUY	$172.45 - $191.88 $7.02 Million - $7.81 Million	40,705 New	40,705 $7.81 Million
Q4 2019 Feb 13, 2020	SELL	$123.74 - $138.15 $359,464 - $401,325	-2,905 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$128.22 - $131.67 $372,479 - $382,501	2,905 New	2,905 $374,000

Others Institutions Holding VBR

# of Institutions

1,794

Shares Held

91.3M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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