Paulson Wealth Management Inc. Vanguard Small Cap Value ETF Transaction History

Paulson Wealth Management Inc.

$373 Million
Q2 2025

A detailed history of Paulson Wealth Management Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 4,481 shares of VBR stock, worth $936,439. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,481

Previous 5,423 17.37%

Holding current value

$936,439

Previous $1.01 Million 13.56%

% of portfolio

0.23%

Previous 0.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$162.76 - $195.77 $153,319 - $184,415	-942 Reduced 17.37%	4,481 $873,000
Q1 2025 May 12, 2025	SELL	$183.02 - $207.75 $369,700 - $419,655	-2,020 Reduced 27.14%	5,423 $1.01 Million
Q4 2024 Feb 13, 2025	SELL	$197.36 - $217.3 $405,377 - $446,334	-2,054 Reduced 21.63%	7,443 $1.48 Million
Q3 2024 Nov 05, 2024	SELL	$179.99 - $201.6 $495,692 - $555,206	-2,754 Reduced 22.48%	9,497 $1.91 Million
Q2 2024 Jul 25, 2024	SELL	$177.65 - $191.11 $74,435 - $80,075	-419 Reduced 3.31%	12,251 $2.24 Million
Q1 2024 May 03, 2024	SELL	$172.45 - $191.88 $312,134 - $347,302	-1,810 Reduced 12.5%	12,670 $2.43 Million
Q4 2023 Feb 13, 2024	SELL	$149.18 - $181.94 $736,054 - $897,691	-4,934 Reduced 25.41%	14,480 $2.61 Million
Q3 2023 Nov 01, 2023	SELL	$157.33 - $174.39 $91,408 - $101,320	-581 Reduced 2.91%	19,414 $3.1 Million
Q2 2023 Aug 01, 2023	BUY	$150.74 - $165.4 $3.01 Million - $3.31 Million	19,995 New	19,995 $3.31 Million
Q1 2022 May 02, 2022	SELL	$165.62 - $182.58 $201,725 - $222,382	-1,218 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$168.72 - $185.72 $205,500 - $226,206	1,218 New	1,218 $218,000
Q3 2021 Oct 22, 2021	SELL	$162.66 - $175.73 $187,872 - $202,968	-1,155 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$166.46 - $180.76 $192,261 - $208,777	1,155 New	1,155 $201,000
Q1 2018 May 02, 2018	SELL	N/A	-489 Closed	0 $0
Q4 2017 Mar 01, 2018	BUY	N/A	489	489 $65,000

Others Institutions Holding VBR

# of Institutions

1,768

Shares Held

91.1M

Call Options Held

58.1K

Put Options Held

3.1K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Paulson Wealth Management Inc. Vanguard Small Cap Value ETF Transaction History