A detailed history of Gps Wealth Strategies Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 1,793 shares of VBR stock, worth $356,502. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,793
Previous 1,502 19.37%
Holding current value
$356,502
Previous $274,000 31.02%
% of portfolio
0.05%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$179.99 - $201.6 $52,377 - $58,665
291 Added 19.37%
1,793 $359,000
Q2 2024

Jul 16, 2024

BUY
$177.65 - $191.11 $255,283 - $274,625
1,437 Added 2210.77%
1,502 $274,000
Q4 2023

Jan 12, 2024

SELL
$149.18 - $181.94 $9,398 - $11,462
-63 Reduced 49.22%
65 $11,000
Q3 2023

Oct 25, 2023

BUY
$157.33 - $174.39 $1,730 - $1,918
11 Added 9.4%
128 $20,000
Q2 2023

Jul 17, 2023

BUY
$150.74 - $165.4 $150 - $165
1 Added 0.86%
117 $19,000
Q1 2023

Apr 17, 2023

BUY
$150.22 - $177.69 $17,425 - $20,612
116 New
116 $18,000
Q4 2021

Feb 11, 2022

BUY
$168.72 - $185.72 $168 - $185
1 Added 1.67%
61 $11,000
Q2 2021

Jul 19, 2021

SELL
$166.46 - $180.76 $1,331 - $1,446
-8 Reduced 11.76%
60 $10,000
Q1 2021

Apr 15, 2021

BUY
$139.89 - $172.72 $9,512 - $11,744
68 New
68 $11,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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