Monument Group Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Monument Group Wealth Advisors, LLC

$159 Billion
Q2 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 6,854 shares of VBR stock, worth $1.36 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

6,854

Previous 5,826 17.65%

Holding current value

$1.36 Million

Previous $1.09 Billion 23.15%

% of portfolio

0.84%

Previous 0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$162.76 - $195.77 $167,317 - $201,251	1,028 Added 17.65%	6,854 $1.34 Billion
Q1 2025 Apr 24, 2025	BUY	$183.02 - $207.75 $18,485 - $20,982	101 Added 1.76%	5,826 $1.09 Billion
Q4 2024 Jan 15, 2025	SELL	$197.36 - $217.3 $90,982 - $100,175	-461 Reduced 7.45%	5,725 $1.13 Billion
Q3 2024 Oct 18, 2024	SELL	$179.99 - $201.6 $11,879 - $13,305	-66 Reduced 1.06%	6,186 $1.24 Billion
Q2 2024 Aug 06, 2024	SELL	$177.65 - $191.11 $129,862 - $139,701	-731 Reduced 10.47%	6,252 $1.14 Billion
Q1 2024 May 07, 2024	SELL	$172.45 - $191.88 $23,280 - $25,903	-135 Reduced 1.9%	6,983 $1.34 Billion
Q4 2023 Feb 01, 2024	BUY	$149.18 - $181.94 $1.06 Million - $1.3 Million	7,118 New	7,118 $1.28 Billion

Others Institutions Holding VBR

# of Institutions

1,733

Shares Held

93M

Call Options Held

44.4K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Monument Group Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History