A detailed history of Paradigm Financial Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 1,143 shares of VBR stock, worth $228,851. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,143
Holding current value
$228,851
% of portfolio
0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$179.99 - $201.6 $205,728 - $230,428
1,143 New
1,143 $229,000
Q4 2021

Feb 10, 2022

BUY
$168.72 - $185.72 $337,777 - $371,811
2,002 New
2,002 $0
Q2 2020

Aug 14, 2020

SELL
$81.16 - $120.46 $239,178 - $354,995
-2,947 Closed
0 $0
Q1 2020

May 08, 2020

SELL
$75.8 - $139.04 $187,453 - $343,845
-2,473 Reduced 45.63%
2,947 $276,000
Q4 2019

Jan 29, 2020

BUY
$123.74 - $138.15 $172,741 - $192,857
1,396 Added 34.69%
5,420 $743,000
Q3 2019

Nov 14, 2019

BUY
$128.22 - $131.67 $72,828 - $74,788
568 Added 16.44%
4,024 $500,000
Q2 2019

Aug 14, 2019

BUY
N/A
640 Added 22.73%
3,456 $451,000
Q1 2019

May 15, 2019

BUY
N/A
2,816 New
2,816 $363,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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