Journey Strategic Wealth LLC Vanguard Small Cap Value ETF Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,168 shares of VBR stock, worth $435,746. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,168
Previous 3,695 41.33%
Holding current value
$435,746
Previous $741,000 42.11%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$197.36 - $217.3 $301,368 - $331,817
-1,527 Reduced 41.33%
2,168 $429,000
Q3 2024

Nov 12, 2024
BUY
$179.99 - $201.6 $665,063 - $744,912
3,695 New
3,695 $741,000

Others Institutions Holding VBR

# of Institutions
1,646
Shares Held
100M
Call Options Held
53.2K
Put Options Held
18.8K
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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