O'Brien Wealth Partners LLC Vanguard Small Cap Value ETF Transaction History

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$81.16 - $120.46 $819,878 - $1.22 Million	-10,102 Closed	0 $0
Q1 2020 Apr 03, 2020	SELL	$75.8 - $139.04 $264,314 - $484,832	-3,487 Reduced 25.66%	10,102 $848,000
Q4 2019 Jan 07, 2020	SELL	$123.74 - $138.15 $409,208 - $456,862	-3,307 Reduced 19.57%	13,589 $1.85 Million
Q3 2019 Oct 04, 2019	SELL	$128.22 - $131.67 $395,302 - $405,938	-3,083 Reduced 15.43%	16,896 $2.18 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-4,630 Reduced 18.81%	19,979 $2.64 Million
Q1 2019 Apr 05, 2019	SELL	N/A	-1,068 Reduced 4.16%	24,609 $3.17 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-9,951 Reduced 27.93%	25,677 $3.15 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-17,257 Reduced 32.63%	35,628 $4.97 Million
Q2 2018 Jul 11, 2018	SELL	N/A	-3,638 Reduced 6.44%	52,885 $7.18 Million
Q1 2018 Apr 11, 2018	SELL	N/A	-4,707 Reduced 7.69%	56,523 $7.32 Million
Q4 2017 Jan 10, 2018	SELL	N/A	-3,214 Reduced 4.99%	61,230 $8.13 Million
Q3 2017 Oct 12, 2017	BUY	N/A	64,444	64,444 $8.24 Million

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

93.4M

Call Options Held

53.2K

Put Options Held

22.2K

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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