Presilium Private Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Presilium Private Wealth, LLC

  • $446 Billion
  • Q1 2025

A detailed history of Presilium Private Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Presilium Private Wealth, LLC holds 67,942 shares of VBR stock, worth $12.6 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
67,942
Previous 61,708 10.1%
Holding current value
$12.6 Million
Previous $12.2 Billion 3.5%
% of portfolio
2.84%
Previous 2.81%

Shares

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

Apr 10, 2025
BUY
$183.02 - $207.75 $1.14 Million - $1.3 Million
6,234 Added 10.1%
67,942 $12.7 Billion
Q4 2024

Jan 14, 2025
BUY
$197.36 - $217.3 $105,784 - $116,472
536 Added 0.88%
61,708 $12.2 Billion
Q3 2024

Oct 03, 2024
SELL
$179.99 - $201.6 $9,719 - $10,886
-54 Reduced 0.09%
61,172 $12.3 Billion
Q2 2024

Jul 15, 2024
BUY
$177.65 - $191.11 $580,915 - $624,929
3,270 Added 5.64%
61,226 $11.2 Billion
Q1 2024

May 01, 2024
BUY
$172.45 - $191.88 $647,204 - $720,125
3,753 Added 6.92%
57,956 $11.1 Billion
Q4 2023

Jan 10, 2024
SELL
$149.18 - $181.94 $564,497 - $688,460
-3,784 Reduced 6.53%
54,203 $9.75 Billion
Q3 2023

Oct 10, 2023
BUY
$157.33 - $174.39 $257,391 - $285,302
1,636 Added 2.9%
57,987 $9.25 Billion
Q2 2023

Jul 21, 2023
BUY
$150.74 - $165.4 $958,404 - $1.05 Million
6,358 Added 12.72%
56,351 $9.32 Billion
Q1 2023

Apr 20, 2023
BUY
$150.22 - $177.69 $575,342 - $680,552
3,830 Added 8.3%
49,993 $7.94 Billion
Q4 2022

Feb 07, 2023
BUY
$147.25 - $169.54 $6.8 Million - $7.83 Million
46,163 New
46,163 $7.33 Billion

Others Institutions Holding VBR

# of Institutions
1,712
Shares Held
95.9M
Call Options Held
56.1K
Put Options Held
9.5K
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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