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

Grand Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Grand Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 1,743 shares of VBR stock, worth $354,578. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,743
Previous 1,743 -0.0%
Holding current value
$354,578
Previous $318,000 9.75%
% of portfolio
0.2%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$149.18 - $181.94 $39,980 - $48,759
-268 Reduced 13.33%
1,743 $313,000
Q3 2023

Nov 09, 2023
SELL
$157.33 - $174.39 $9,911 - $10,986
-63 Reduced 3.04%
2,011 $320,000
Q2 2023

Aug 14, 2023
BUY
$150.74 - $165.4 $9,496 - $10,420
63 Added 3.13%
2,074 $343,000
Q4 2022

Feb 06, 2023
SELL
$147.25 - $169.54 $145,041 - $166,996
-985 Reduced 32.88%
2,011 $319,000
Q3 2022

Nov 08, 2022
SELL
$143.4 - $172.87 $7,743 - $9,334
-54 Reduced 1.77%
2,996 $430,000
Q4 2021

Aug 25, 2022
BUY
$168.72 - $185.72 $514,596 - $566,446
3,050 New
3,050 $545,000

Others Institutions Holding VBR

# of Institutions
1,625
Shares Held
95.5M
Call Options Held
53.2K
Put Options Held
18.8K
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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