A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,618 shares of VBR stock, worth $305,769. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,618
Previous 1,689 4.2%
Holding current value
$305,769
Previous $334,000 9.88%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

SELL
$183.02 - $207.75 $12,994 - $14,750
-71 Reduced 4.2%
1,618 $301,000
Q4 2024

Feb 14, 2025

BUY
$197.36 - $217.3 $15,986 - $17,601
81 Added 5.04%
1,689 $334,000
Q3 2024

Nov 13, 2024

BUY
$179.99 - $201.6 $289,423 - $324,172
1,608 New
1,608 $322,000
Q4 2021

Feb 11, 2022

SELL
$168.72 - $185.72 $13,497 - $14,857
-80 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$162.66 - $175.73 $13,012 - $14,058
80 New
80 $13,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.