Heritage Wealth Advisors Vanguard Small Cap Value ETF Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 183 shares of VBR stock, worth $38,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares
183
Previous 63 190.48%
Holding current value
$38,243
Previous $11,000 218.18%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$162.76 - $195.77 $19,531 - $23,492
120 Added 190.48%
183 $35,000
Q1 2025

May 08, 2025
BUY
$183.02 - $207.75 $11,530 - $13,088
63 New
63 $11,000
Q2 2022

Aug 04, 2022
BUY
$146.67 - $178.24 $24,347 - $29,587
166 New
166 $25,000
Q3 2019

Oct 30, 2019
SELL
$128.22 - $131.67 $38,722 - $39,764
-302 Closed
0 $0
Q2 2019

Aug 05, 2019
BUY
N/A
302 New
302 $0
Q1 2019

May 06, 2019
SELL
N/A
-200 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
200 New
200 $27,000

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
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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