Mogy Joel R Investment Counsel Inc Vanguard Small Cap Value ETF Transaction History

Mogy Joel R Investment Counsel Inc

$1.72 Billion
Q2 2025

A detailed history of Mogy Joel R Investment Counsel Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 400 shares of VBR stock, worth $84,460. This represents 0.0% of its overall portfolio holdings.

Number of Shares

400

Previous 400 -0.0%

Holding current value

$84,460

Previous $74,000 5.41%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	SELL	$149.18 - $181.94 $29,836 - $36,388	-200 Reduced 33.33%	400 $71,000
Q3 2023 Nov 01, 2023	SELL	$157.33 - $174.39 $78,665 - $87,195	-500 Reduced 45.45%	600 $95,000
Q1 2023 May 12, 2023	BUY	$150.22 - $177.69 $165,242 - $195,459	1,100 New	1,100 $174,000
Q1 2022 May 12, 2022	SELL	$165.62 - $182.58 $198,744 - $219,096	-1,200 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$168.72 - $185.72 $182,217 - $200,577	1,080 Added 900.0%	1,200 $215,000
Q4 2021 Feb 10, 2022	SELL	$168.72 - $185.72 $182,217 - $200,577	-1,080 Reduced 90.0%	120 $215,000
Q2 2021 Aug 04, 2021	BUY	$166.46 - $180.76 $199,752 - $216,912	1,200 New	1,200 $208,000
Q2 2020 Aug 11, 2020	SELL	$81.16 - $120.46 $1.15 Million - $1.71 Million	-14,226 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$75.8 - $139.04 $18,950 - $34,760	-250 Reduced 1.73%	14,226 $1.26 Million
Q4 2019 Jan 29, 2020	SELL	$123.74 - $138.15 $24,748 - $27,630	-200 Reduced 1.36%	14,476 $1.98 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-750 Reduced 4.86%	14,676 $1.92 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-725 Reduced 4.49%	15,426 $1.99 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-75 Reduced 0.46%	16,151 $1.84 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-300 Reduced 1.82%	16,226 $2.2 Million
Q4 2017 Feb 07, 2018	BUY	N/A	24 Added 0.15%	16,526 $2.19 Million
Q3 2017 Nov 09, 2017	BUY	N/A	16,502	16,502 $2.11 Million

Others Institutions Holding VBR

# of Institutions

1,758

Shares Held

91.2M

Call Options Held

58.1K

Put Options Held

3.1K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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Mogy Joel R Investment Counsel Inc Vanguard Small Cap Value ETF Transaction History