Precision Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History

Precision Wealth Strategies, LLC

  • $274 Million
  • Q2 2025

A detailed history of Precision Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 8,421 shares of VBR stock, worth $1.78 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
8,421
Holding current value
$1.78 Million
% of portfolio
0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$162.76 - $195.77 $1.37 Million - $1.65 Million
8,421 New
8,421 $1.64 Million
Q2 2022

Jul 14, 2022
SELL
$146.67 - $178.24 $1.22 Million - $1.48 Million
-8,290 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$165.62 - $182.58 $1.37 Million - $1.51 Million
8,290 New
8,290 $1.46 Million

Others Institutions Holding VBR

# of Institutions
1,758
Shares Held
91.2M
Call Options Held
58.1K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Precision Wealth Strategies, LLC Portfolio

Follow Precision Wealth Strategies, LLC 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 Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precision Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email