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

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 2024

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 9,497 shares of VBR stock, worth $1.97 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
9,497
Previous 12,251 22.48%
Holding current value
$1.97 Million
Previous $2.24 Million 14.76%
% of portfolio
0.51%
Previous 0.66%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,541
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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