Pfg Private Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Pfg Private Wealth Management, LLC

  • $161 Million
  • Q1 2025

A detailed history of Pfg Private Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 16 shares of VBR stock, worth $3,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 39 58.97%
Holding current value
$3,023
Previous $7,000 71.43%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$183.02 - $207.75 $4,209 - $4,778
-23 Reduced 58.97%
16 $2,000
Q4 2023

Jan 22, 2024
BUY
$149.18 - $181.94 $745 - $909
5 Added 14.71%
39 $7,000
Q2 2022

Jul 19, 2022
SELL
$146.67 - $178.24 $2,933 - $3,564
-20 Reduced 37.04%
34 $5,000
Q4 2021

Jan 27, 2022
SELL
$168.72 - $185.72 $4,386 - $4,828
-26 Reduced 32.5%
54 $10,000
Q3 2021

Nov 04, 2021
BUY
$162.66 - $175.73 $13,012 - $14,058
80 New
80 $13,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
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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