Meritas Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Meritas Wealth Management, LLC

$142 Billion
Q2 2024

A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 5,514 shares of VBR stock, worth $1.06 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

5,514

Previous 5,531 0.31%

Holding current value

$1.06 Million

Previous $1.06 Billion 5.17%

% of portfolio

0.71%

Previous 0.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$177.65 - $191.11 $3,020 - $3,248	-17 Reduced 0.31%	5,514 $1.01 Billion
Q1 2024 Apr 17, 2024	SELL	$172.45 - $191.88 $6,208 - $6,907	-36 Reduced 0.65%	5,531 $1.06 Billion
Q4 2023 Jan 10, 2024	BUY	$149.18 - $181.94 $447 - $545	3 Added 0.05%	5,567 $1 Billion
Q3 2023 Oct 24, 2023	SELL	$157.33 - $174.39 $4,090 - $4,534	-26 Reduced 0.47%	5,564 $887 Million
Q1 2023 Sep 05, 2023	SELL	$150.22 - $177.69 $4,957 - $5,863	-33 Reduced 0.59%	5,590 $887 Million
Q4 2022 Sep 05, 2023	BUY	$156.49 - $169.54 $879,943 - $953,323	5,623 New	5,623 $893 Million

Others Institutions Holding VBR

# of Institutions

1,455

Shares Held

90.3M

Call Options Held

44.8K

Put Options Held

20.6K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Meritas Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History