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 4,798 shares of VBR stock, worth $957,920. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,798
Previous 4,928 2.64%
Holding current value
$957,920
Previous $864,000 49.31%
% of portfolio
0.06%
Previous 0.6%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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