Mowery & Schoenfeld Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 844 shares of VBR stock, worth $151,903. This represents 0.31% of its overall portfolio holdings.

Number of Shares
844
Previous 844 -0.0%
Holding current value
$151,903
Previous $167 Million 6.0%
% of portfolio
0.31%
Previous 0.33%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

May 14, 2024
BUY
$149.18 - $181.94 $125,907 - $153,557
844 New
844 $152 Million

Others Institutions Holding VBR

# of Institutions
1,702
Shares Held
94M
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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