A detailed history of King Wealth transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, King Wealth holds 5,610 shares of VBR stock, worth $1.11 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,610
Previous 5,683 1.28%
Holding current value
$1.11 Million
Previous $1.09 Million 6.06%
% of portfolio
0.17%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$177.65 - $191.11 $12,968 - $13,951
-73 Reduced 1.28%
5,610 $1.02 Million
Q1 2024

May 09, 2024

BUY
$172.45 - $191.88 $73,118 - $81,357
424 Added 8.06%
5,683 $1.09 Million
Q4 2023

Feb 08, 2024

BUY
$149.18 - $181.94 $566,138 - $690,462
3,795 Added 259.22%
5,259 $946,000
Q3 2023

Nov 09, 2023

BUY
$157.33 - $174.39 $21,239 - $23,542
135 Added 10.16%
1,464 $233,000
Q2 2023

Aug 10, 2023

SELL
$150.74 - $165.4 $8,441 - $9,262
-56 Reduced 4.04%
1,329 $220,000
Q1 2023

May 10, 2023

BUY
$150.22 - $177.69 $208,054 - $246,100
1,385 New
1,385 $220,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track King Wealth Portfolio

Follow King Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of King Wealth, based on Form 13F filings with the SEC.

News

Stay updated on King Wealth with notifications on news.