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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,768 shares of VBR stock, worth $578,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,768
Previous 2,849 2.84%
Holding current value
$578,456
Previous $530,000 1.7%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$162.76 - $195.77 $13,183 - $15,857
-81 Reduced 2.84%
2,768 $539,000
Q1 2025

May 15, 2025
BUY
$183.02 - $207.75 $42,826 - $48,613
234 Added 8.95%
2,849 $531 Million
Q4 2024

May 30, 2025
SELL
$197.36 - $217.3 $46,182 - $50,848
-234 Reduced 8.21%
2,615 $518,000
Q4 2024

May 29, 2025
SELL
$197.36 - $217.3 $46,182 - $50,848
-234 Reduced 8.21%
2,615 $518,000
Q4 2024

Feb 11, 2025
BUY
$197.36 - $217.3 $33,353 - $36,723
169 Added 6.91%
2,615 $532 Million
Q3 2024

May 30, 2025
SELL
$179.99 - $201.6 $72,535 - $81,244
-403 Reduced 14.15%
2,446 $491,000
Q3 2024

May 29, 2025
SELL
$179.99 - $201.6 $72,535 - $81,244
-403 Reduced 14.15%
2,446 $491,000
Q3 2024

Nov 05, 2024
SELL
$179.99 - $201.6 $2,519 - $2,822
-14 Reduced 0.57%
2,446 $491 Million
Q2 2024

May 29, 2025
SELL
$177.65 - $191.11 $69,105 - $74,341
-389 Reduced 13.65%
2,460 $448,000
Q2 2024

Aug 07, 2024
BUY
$177.65 - $191.11 $2,487 - $2,675
14 Added 0.57%
2,460 $449 Million
Q1 2024

May 13, 2024
BUY
$172.45 - $191.88 $421,812 - $469,338
2,446 New
2,446 $460 Million

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
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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