Guardian Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Guardian Wealth Management, Inc.

  • $135 Million
  • Q1 2025

A detailed history of Guardian Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 2,454 shares of VBR stock, worth $499,217. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,454
Previous 2,306 6.42%
Holding current value
$499,217
Previous $457,000 -0.0%
% of portfolio
0.34%
Previous 0.35%

Shares

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

May 06, 2025
BUY
$183.02 - $207.75 $27,086 - $30,747
148 Added 6.42%
2,454 $457,000
Q4 2024

Feb 14, 2025
SELL
$197.36 - $217.3 $130,060 - $143,200
-659 Reduced 22.23%
2,306 $457,000
Q3 2024

Nov 14, 2024
BUY
$179.99 - $201.6 $197,989 - $221,760
1,100 Added 58.98%
2,965 $595,000
Q2 2024

Aug 08, 2024
BUY
$177.65 - $191.11 $89,713 - $96,510
505 Added 37.13%
1,865 $340,000
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $9,139 - $10,169
53 Added 4.06%
1,360 $260,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $10,591 - $12,917
71 Added 5.74%
1,307 $235,000
Q3 2023

Oct 31, 2023
BUY
$157.33 - $174.39 $5,506 - $6,103
35 Added 2.91%
1,236 $197,000
Q2 2023

Aug 14, 2023
BUY
$150.74 - $165.4 $8,290 - $9,097
55 Added 4.8%
1,201 $198,000
Q1 2023

May 09, 2023
BUY
$150.22 - $177.69 $41,010 - $48,509
273 Added 31.27%
1,146 $181,000
Q4 2022

Feb 10, 2023
BUY
$147.25 - $169.54 $92,178 - $106,132
626 Added 253.44%
873 $138,000
Q3 2022

Nov 14, 2022
BUY
$143.4 - $172.87 $14,483 - $17,459
101 Added 69.18%
247 $35,000
Q2 2022

Aug 15, 2022
BUY
$146.67 - $178.24 $146 - $178
1 Added 0.69%
146 $22,000
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $24,464 - $26,929
145 New
145 $26,000

Others Institutions Holding VBR

# of Institutions
1,726
Shares Held
93.2M
Call Options Held
42.9K
Put Options Held
7K
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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