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

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 23,473 shares of VBR stock, worth $4.82 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
23,473
Previous 22,535 4.16%
Holding current value
$4.82 Million
Previous $4.39 Million 11.49%
% of portfolio
0.13%
Previous 0.13%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$195.41 - $212.37 $183,294 - $199,203
938 Added 4.16%
23,473 $4.9 Million
Q2 2025

Aug 14, 2025
BUY
$162.76 - $195.77 $9,277 - $11,158
57 Added 0.25%
22,535 $4.39 Million
Q1 2025

May 15, 2025
SELL
$183.02 - $207.75 $215,780 - $244,937
-1,179 Reduced 4.98%
22,478 $4.19 Million
Q4 2024

Feb 14, 2025
SELL
$197.36 - $217.3 $18,946 - $20,860
-96 Reduced 0.4%
23,657 $4.69 Million
Q3 2024

Nov 14, 2024
SELL
$179.99 - $201.6 $35,278 - $39,513
-196 Reduced 0.82%
23,753 $4.77 Million
Q2 2024

Aug 14, 2024
BUY
$177.65 - $191.11 $12,080 - $12,995
68 Added 0.28%
23,949 $4.37 Million
Q1 2024

May 15, 2024
SELL
$172.45 - $191.88 $160,206 - $178,256
-929 Reduced 3.74%
23,881 $4.58 Million
Q4 2023

Feb 14, 2024
SELL
$149.18 - $181.94 $303,730 - $370,429
-2,036 Reduced 7.58%
24,810 $4.47 Million
Q3 2023

Nov 14, 2023
BUY
$157.33 - $174.39 $380,266 - $421,500
2,417 Added 9.89%
26,846 $4.28 Million
Q2 2023

Aug 14, 2023
SELL
$150.74 - $165.4 $313,689 - $344,197
-2,081 Reduced 7.85%
24,429 $4.04 Million
Q1 2023

May 15, 2023
BUY
$150.22 - $177.69 $105,604 - $124,916
703 Added 2.72%
26,510 $4.21 Million
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $133,114 - $153,264
904 Added 3.63%
25,807 $4.1 Million
Q3 2022

Nov 22, 2022
BUY
$143.4 - $172.87 $369,828 - $445,831
2,579 Added 11.55%
24,903 $3.57 Million
Q2 2022

Aug 15, 2022
BUY
$146.67 - $178.24 $24,933 - $30,300
170 Added 0.77%
22,324 $3.35 Million
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $139,783 - $154,097
844 Added 3.96%
22,154 $3.9 Million
Q4 2021

Feb 14, 2022
BUY
$168.72 - $185.72 $147,292 - $162,133
873 Added 4.27%
21,310 $3.81 Million
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $235,531 - $254,457
1,448 Added 7.63%
20,437 $3.46 Million
Q2 2021

Aug 16, 2021
SELL
$166.46 - $180.76 $77,403 - $84,053
-465 Reduced 2.39%
18,989 $3.3 Million
Q1 2021

May 18, 2021
BUY
$139.89 - $172.72 $86,172 - $106,395
616 Added 3.27%
19,454 $3.22 Million
Q4 2020

Feb 17, 2021
SELL
$111.89 - $142.79 $22,489 - $28,700
-201 Reduced 1.06%
18,838 $2.68 Million
Q3 2020

Nov 19, 2020
BUY
$102.46 - $117.9 $39,447 - $45,391
385 Added 2.06%
19,039 $2.11 Million
Q2 2020

Aug 14, 2020
BUY
$81.16 - $120.46 $5,518 - $8,191
68 Added 0.37%
18,654 $1.99 Million
Q1 2020

May 13, 2020
BUY
$75.8 - $139.04 $744,735 - $1.37 Million
9,825 Added 112.14%
18,586 $1.65 Million
Q4 2019

Feb 18, 2020
BUY
$123.74 - $138.15 $94,661 - $105,684
765 Added 9.57%
8,761 $1.2 Million
Q3 2019

Nov 15, 2019
SELL
$128.22 - $131.67 $8,718 - $8,953
-68 Reduced 0.84%
7,996 $1.03 Million
Q2 2019

Aug 12, 2019
BUY
N/A
2,179 Added 37.03%
8,064 $1.05 Million
Q1 2019

May 16, 2019
SELL
N/A
-332 Reduced 5.34%
5,885 $758,000
Q4 2018

Feb 15, 2019
BUY
N/A
432 Added 7.47%
6,217 $709,000
Q3 2018

Nov 14, 2018
BUY
N/A
258 Added 4.67%
5,785 $806,000
Q2 2018

Aug 13, 2018
BUY
N/A
1,487 Added 36.81%
5,527 $750,000
Q1 2018

May 15, 2018
SELL
N/A
-243 Reduced 5.67%
4,040 $511,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,204 Added 39.1%
4,283 $578,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,079
3,079 $396,000

Others Institutions Holding VBR

# of Institutions
1,793
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
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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