O'Connor Financial Group LLC Vanguard Small Cap Value ETF Transaction History

O'Connor Financial Group LLC

  • $192 Billion
  • Q1 2025

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 13,440 shares of VBR stock, worth $2.55 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
13,440
Previous 16,318 17.64%
Holding current value
$2.55 Million
Previous $3.23 Billion 22.57%
% of portfolio
1.3%
Previous 1.69%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
SELL
$183.02 - $207.75 $526,731 - $597,904
-2,878 Reduced 17.64%
13,440 $2.5 Billion
Q4 2024

Jan 06, 2025
SELL
$197.36 - $217.3 $154,335 - $169,928
-782 Reduced 4.57%
16,318 $3.23 Billion
Q3 2024

Oct 08, 2024
SELL
$179.99 - $201.6 $188,449 - $211,075
-1,047 Reduced 5.77%
17,100 $3.43 Billion
Q2 2024

Aug 13, 2024
SELL
$177.65 - $191.11 $99,306 - $106,830
-559 Reduced 2.99%
18,147 $3.31 Billion
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

# of Institutions
1,704
Shares Held
92.9M
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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