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

Meritas Wealth Management, LLC

  • $171 Billion
  • Q1 2025

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 5,260 shares of VBR stock, worth $946,694. This represents 0.57% of its overall portfolio holdings.

Number of Shares
5,260
Previous 5,481 4.03%
Holding current value
$946,694
Previous $1.09 Billion 9.79%
% of portfolio
0.57%
Previous 0.65%

Shares

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

Apr 16, 2025
SELL
$183.02 - $207.75 $40,447 - $45,912
-221 Reduced 4.03%
5,260 $980 Million
Q4 2024

Jan 16, 2025
BUY
$197.36 - $217.3 $197 - $217
1 Added 0.02%
5,481 $1.09 Billion
Q3 2024

Oct 03, 2024
SELL
$179.99 - $201.6 $6,119 - $6,854
-34 Reduced 0.62%
5,480 $1.1 Billion
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
$147.25 - $169.54 $827,986 - $953,323
5,623 New
5,623 $893 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
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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