A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 62,292 shares of VBR stock, worth $13.1 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares
62,292
Previous 62,021 0.44%
Holding current value
$13.1 Million
Previous $11.3 Million 10.48%
% of portfolio
6.57%
Previous 6.22%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$179.99 - $201.6 $48,777 - $54,633
271 Added 0.44%
62,292 $12.5 Million
Q2 2024

Aug 06, 2024

BUY
$177.65 - $191.11 $264,876 - $284,945
1,491 Added 2.46%
62,021 $11.3 Million
Q1 2024

May 01, 2024

BUY
$172.45 - $191.88 $133,821 - $148,898
776 Added 1.3%
60,530 $11.6 Million
Q4 2023

Feb 06, 2024

BUY
$149.18 - $181.94 $156,937 - $191,400
1,052 Added 1.79%
59,754 $10.8 Million
Q3 2023

Nov 09, 2023

BUY
$157.33 - $174.39 $126,178 - $139,860
802 Added 1.39%
58,702 $9.36 Million
Q2 2023

Aug 02, 2023

BUY
$150.74 - $165.4 $188,123 - $206,419
1,248 Added 2.2%
57,900 $9.58 Million
Q4 2022

Jan 12, 2023

BUY
$147.25 - $169.54 $290,818 - $334,841
1,975 Added 3.61%
56,652 $9 Million
Q3 2022

Nov 03, 2022

BUY
$143.4 - $172.87 $139,815 - $168,548
975 Added 1.82%
54,677 $7.84 Million
Q2 2022

Aug 02, 2022

SELL
$146.67 - $178.24 $14,080 - $17,111
-96 Reduced 0.18%
53,702 $8.05 Million
Q1 2022

Apr 29, 2022

BUY
$165.62 - $182.58 $276,088 - $304,360
1,667 Added 3.2%
53,798 $9.47 Million
Q4 2021

Jan 19, 2022

SELL
$168.72 - $185.72 $506 - $557
-3 Reduced 0.01%
52,131 $9.32 Million
Q3 2021

Oct 18, 2021

BUY
$162.66 - $175.73 $119,229 - $128,810
733 Added 1.43%
52,134 $8.82 Million
Q2 2021

Jul 29, 2021

BUY
$166.46 - $180.76 $688,811 - $747,984
4,138 Added 8.76%
51,401 $8.93 Million
Q1 2021

May 05, 2021

SELL
$139.89 - $172.72 $8,813 - $10,881
-63 Reduced 0.13%
47,263 $7.83 Million
Q4 2020

Jan 29, 2021

SELL
$111.89 - $142.79 $37,930 - $48,405
-339 Reduced 0.71%
47,326 $6.73 Million
Q3 2020

Oct 26, 2020

SELL
$102.46 - $117.9 $232,891 - $267,986
-2,273 Reduced 4.55%
47,665 $5.27 Million
Q2 2020

Jul 22, 2020

SELL
$81.16 - $120.46 $251,677 - $373,546
-3,101 Reduced 5.85%
49,938 $5.34 Million
Q1 2020

Apr 30, 2020

SELL
$75.8 - $139.04 $71,403 - $130,975
-942 Reduced 1.75%
53,039 $0
Q4 2019

Feb 12, 2020

BUY
$123.74 - $138.15 $6.68 Million - $7.46 Million
53,981 New
53,981 $7.4 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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