Guardian Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,182 shares of VBR stock, worth $222,476. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,182

Previous 1,410 16.17%

Holding current value

$222,476

Previous $283,000 17.31%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$197.36 - $217.3 $44,998 - $49,544	-228 Reduced 16.17%	1,182 $234,000
Q3 2024 Nov 14, 2024	SELL	$179.99 - $201.6 $2,519 - $2,822	-14 Reduced 0.98%	1,410 $283,000
Q2 2024 Aug 14, 2024	SELL	$177.65 - $191.11 $36,595 - $39,368	-206 Reduced 12.64%	1,424 $259,000
Q1 2024 May 15, 2024	SELL	$172.45 - $191.88 $91,915 - $102,272	-533 Reduced 24.64%	1,630 $312,000
Q4 2023 Feb 14, 2024	BUY	$149.18 - $181.94 $3,132 - $3,820	21 Added 0.98%	2,163 $389,000
Q3 2023 Nov 14, 2023	BUY	$157.33 - $174.39 $68,753 - $76,208	437 Added 25.63%	2,142 $341,000
Q2 2023 Aug 14, 2023	BUY	$150.74 - $165.4 $92,403 - $101,390	613 Added 56.14%	1,705 $282,000
Q1 2023 May 15, 2023	BUY	$150.22 - $177.69 $75,410 - $89,200	502 Added 85.08%	1,092 $173,000
Q4 2022 Feb 14, 2023	BUY	$147.25 - $169.54 $86,877 - $100,028	590 New	590 $93,000

Others Institutions Holding VBR

# of Institutions

1,708

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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Guardian Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History