A detailed history of O'Connor Financial Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 18,706 shares of VBR stock, worth $3.37 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
18,706
Previous 31,033 39.72%
Holding current value
$3.37 Million
Previous $5.59 Billion 35.74%
% of portfolio
2.14%
Previous 3.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

SELL
$172.45 - $191.88 $2.13 Million - $2.37 Million
-12,327 Reduced 39.72%
18,706 $3.59 Billion
Q4 2023

Jan 17, 2024

SELL
$149.18 - $181.94 $267,181 - $325,854
-1,791 Reduced 5.46%
31,033 $5.59 Billion
Q3 2023

Oct 20, 2023

SELL
$157.33 - $174.39 $42,951 - $47,608
-273 Reduced 0.82%
32,824 $5.24 Billion
Q2 2023

Jul 14, 2023

BUY
$150.74 - $165.4 $345,646 - $379,262
2,293 Added 7.44%
33,097 $5.47 Billion
Q1 2023

Apr 14, 2023

BUY
$150.22 - $177.69 $4.63 Million - $5.47 Million
30,804 New
30,804 $4.89 Billion

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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