Long View Wealth Management Vanguard Small Cap Value ETF Transaction History

Long View Wealth Management

$333 Billion
Q1 2025

A detailed history of Long View Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 4,878 shares of VBR stock, worth $877,942. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,878

Previous 5,649 13.65%

Holding current value

$877,942

Previous $1.12 Billion 18.83%

% of portfolio

0.27%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$183.02 - $207.75 $141,108 - $160,175	-771 Reduced 13.65%	4,878 $909 Million
Q4 2024 Jan 15, 2025	SELL	$197.36 - $217.3 $49,340 - $54,325	-250 Reduced 4.24%	5,649 $1.12 Billion
Q3 2024 Oct 09, 2024	BUY	$179.99 - $201.6 $41,577 - $46,569	231 Added 4.08%	5,899 $1.18 Billion
Q1 2024 Apr 16, 2024	BUY	$172.45 - $191.88 $60,357 - $67,158	350 Added 6.58%	5,668 $1.09 Billion
Q4 2023 Jan 10, 2024	BUY	$149.18 - $181.94 $793,339 - $967,556	5,318 New	5,318 $939 Million

Others Institutions Holding VBR

# of Institutions

1,703

Shares Held

95M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Long View Wealth Management Vanguard Small Cap Value ETF Transaction History