A detailed history of Oxford Financial Group LTD transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 524 shares of VBR stock, worth $94,440. This represents 0.01% of its overall portfolio holdings.

Number of Shares
524
Previous 300 74.67%
Holding current value
$94,440
Previous $53,000 88.68%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 13, 2024

BUY
$172.45 - $191.88 $38,628 - $42,981
224 Added 74.67%
524 $100,000
Q2 2023

Aug 10, 2023

SELL
$150.74 - $165.4 $22,611 - $24,810
-150 Reduced 33.33%
300 $49,000
Q3 2022

Nov 02, 2022

BUY
N/A
450 New
450 $65,000
Q4 2021

Feb 10, 2022

SELL
N/A
-450 Closed
0 $0
Q2 2021

Aug 03, 2021

BUY
N/A
450 New
450 $78,000
Q1 2021

May 10, 2021

SELL
N/A
-8 Closed
0 $0
Q4 2020

Feb 10, 2021

BUY
N/A
8 New
8 $1,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Oxford Financial Group LTD Portfolio

Follow Oxford Financial Group LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.