Golden State Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,660 shares of VBR stock, worth $328,331. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,660

Previous 1,377 20.55%

Holding current value

$328,331

Previous $242,000 135885.54%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$197.36 - $217.3 $55,852 - $61,495	283 Added 20.55%	1,660 $329 Million
Q1 2022 May 19, 2022	BUY	$165.62 - $182.58 $228,058 - $251,412	1,377 New	1,377 $242,000
Q1 2022 May 16, 2022	SELL	$165.62 - $182.58 $227,561 - $250,864	-1,374 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$168.72 - $185.72 $10,629 - $11,700	63 Added 4.81%	1,374 $246,000
Q3 2021 Nov 15, 2021	BUY	$162.66 - $175.73 $213,247 - $230,382	1,311 New	1,311 $222,000
Q2 2020 Aug 11, 2020	SELL	$81.16 - $120.46 $77,751 - $115,400	-958 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$75.8 - $139.04 $72,616 - $133,200	958 New	958 $85,000

Others Institutions Holding VBR

# of Institutions

1,701

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Golden State Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History