Mc Clarren Financial Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 4,879 shares of VBR stock, worth $985,558. This represents 0.66% of its overall portfolio holdings.

Number of Shares
4,879
Holding current value
$985,558
% of portfolio
0.66%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$183.02 - $207.75 $892,954 - $1.01 Million
4,879 New
4,879 $993,000
Q3 2024

Oct 18, 2024
SELL
$179.99 - $201.6 $23,398 - $26,208
-130 Reduced 2.64%
4,798 $438,000
Q2 2024

Jul 26, 2024
BUY
$177.65 - $191.11 $135,369 - $145,625
762 Added 18.29%
4,928 $864,000
Q1 2024

Jul 26, 2024
SELL
$172.45 - $191.88 $42,767 - $47,586
-248 Reduced 5.62%
4,166 $800,000
Q1 2024

May 03, 2024
BUY
$172.45 - $191.88 $46,044 - $51,231
267 Added 6.44%
4,414 $800,000
Q4 2023

Feb 02, 2024
SELL
$149.18 - $181.94 $32,670 - $39,844
-219 Reduced 5.02%
4,147 $746,000
Q3 2023

Nov 03, 2023
BUY
$157.33 - $174.39 $51,289 - $56,851
326 Added 8.07%
4,366 $694,000
Q2 2023

Aug 04, 2023
SELL
$150.74 - $165.4 $1,507 - $1,654
-10 Reduced 0.25%
4,040 $668,000
Q1 2023

May 05, 2023
BUY
$150.22 - $177.69 $9,013 - $10,661
60 Added 1.5%
4,050 $631,000
Q4 2022

Jan 30, 2023
BUY
$147.25 - $169.54 $62,728 - $72,224
426 Added 11.95%
3,990 $633,000
Q3 2022

Oct 31, 2022
BUY
$143.4 - $172.87 $511,077 - $616,108
3,564 New
3,564 $511,000
Q2 2022

Aug 11, 2022
SELL
$146.67 - $178.24 $504,104 - $612,610
-3,437 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$165.62 - $182.58 $331 - $365
2 Added 0.06%
3,437 $602,000
Q4 2021

Jan 19, 2022
BUY
$168.72 - $185.72 $26,489 - $29,158
157 Added 4.79%
3,435 $613,000
Q3 2021

Oct 15, 2021
BUY
$162.66 - $175.73 $111,096 - $120,023
683 Added 26.32%
3,278 $554,000
Q2 2021

Jul 23, 2021
BUY
$166.46 - $180.76 $88,223 - $95,802
530 Added 25.67%
2,595 $449,000
Q1 2021

Apr 21, 2021
BUY
$139.89 - $172.72 $1,119 - $1,381
8 Added 0.39%
2,065 $342,000
Q4 2020

Jan 29, 2021
BUY
$111.89 - $142.79 $230,157 - $293,719
2,057 New
2,057 $292,000

Others Institutions Holding VBR

# of Institutions
1,731
Shares Held
93.2M
Call Options Held
42.9K
Put Options Held
7K
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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