My Personal Cfo, LLC Vanguard Small Cap Value ETF Transaction History

My Personal Cfo, LLC

$184 Million
Q4 2024

A detailed history of My Personal Cfo, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, My Personal Cfo, LLC holds 1,534 shares of VBR stock, worth $314,930. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,534

Previous 1,527 0.46%

Holding current value

$314,930

Previous $306,000 0.65%

% of portfolio

0.17%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$197.36 - $217.3 $1,381 - $1,521	7 Added 0.46%	1,534 $304,000
Q3 2024 Oct 21, 2024	SELL	$179.99 - $201.6 $128,332 - $143,740	-713 Reduced 31.83%	1,527 $306,000
Q2 2024 Jul 25, 2024	SELL	$177.65 - $191.11 $12,790 - $13,759	-72 Reduced 3.11%	2,240 $408,000
Q1 2024 Apr 24, 2024	BUY	$172.45 - $191.88 $1,034 - $1,151	6 Added 0.26%	2,312 $443,000
Q4 2023 Jan 22, 2024	BUY	$149.18 - $181.94 $87,867 - $107,162	589 Added 34.3%	2,306 $415,000
Q3 2023 Nov 06, 2023	BUY	$157.33 - $174.39 $629 - $697	4 Added 0.23%	1,717 $273,000
Q2 2023 Jul 12, 2023	BUY	$150.74 - $165.4 $602 - $661	4 Added 0.23%	1,713 $283,000
Q1 2023 Apr 21, 2023	BUY	$150.22 - $177.69 $600 - $710	4 Added 0.23%	1,709 $271,000
Q4 2022 Jan 11, 2023	BUY	$147.25 - $169.54 $251,061 - $289,065	1,705 New	1,705 $0

Others Institutions Holding VBR

# of Institutions

1,590

Shares Held

93.7M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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My Personal Cfo, LLC Vanguard Small Cap Value ETF Transaction History