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 2,965 shares of VBR stock, worth $591,962. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,965
Previous 1,865 58.98%
Holding current value
$591,962
Previous $340,000 75.0%
% of portfolio
0.45%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP VALUE ETF


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