Oldfather Financial Services, LLC Vanguard Small Cap Value ETF Transaction History

Oldfather Financial Services, LLC

  • $260 Million
  • Q3 2024

A detailed history of Oldfather Financial Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 2,096 shares of VBR stock, worth $435,423. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,096
Previous 2,096 -0.0%
Holding current value
$435,423
Previous $382,000 9.95%
% of portfolio
0.16%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$177.65 - $191.11 $28,246 - $30,386
-159 Reduced 7.05%
2,096 $382,000
Q2 2023

Jul 27, 2023
BUY
$150.74 - $165.4 $61,803 - $67,814
410 Added 22.22%
2,255 $372,000
Q1 2023

May 01, 2023
SELL
$150.22 - $177.69 $79,917 - $94,531
-532 Reduced 22.38%
1,845 $292,000
Q4 2022

Feb 02, 2023
BUY
$147.25 - $169.54 $16,050 - $18,479
109 Added 4.81%
2,377 $377,000
Q3 2022

Oct 14, 2022
BUY
$143.4 - $172.87 $1,577 - $1,901
11 Added 0.49%
2,268 $325,000
Q1 2022

Apr 29, 2022
SELL
$165.62 - $182.58 $13,249 - $14,606
-80 Reduced 3.42%
2,257 $382,000
Q4 2021

Feb 17, 2022
BUY
$168.72 - $185.72 $168 - $185
1 Added 0.04%
2,337 $412,000
Q2 2021

Aug 11, 2021
SELL
$166.46 - $180.76 $4,993 - $5,422
-30 Reduced 1.27%
2,336 $405,000
Q1 2021

Apr 09, 2021
BUY
$139.89 - $172.72 $1,398 - $1,727
10 Added 0.42%
2,366 $396,000
Q4 2020

Feb 08, 2021
SELL
$111.89 - $142.79 $6,937 - $8,852
-62 Reduced 2.56%
2,356 $0
Q2 2020

Jul 31, 2020
SELL
$81.16 - $120.46 $3,408 - $5,059
-42 Reduced 1.71%
2,418 $269,000
Q1 2020

May 13, 2020
BUY
$75.8 - $139.04 $186,468 - $342,038
2,460 New
2,460 $233,000

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
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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