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

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 382 shares of VBR stock, worth $78,485. This represents 0.01% of its overall portfolio holdings.

Number of Shares
382
Previous 363 5.23%
Holding current value
$78,485
Previous $70.8 Million 99.89%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$195.41 - $212.37 $3,712 - $4,035
19 Added 5.23%
382 $79,000
Q2 2025

Jul 28, 2025
BUY
$162.76 - $195.77 $21,321 - $25,645
131 Added 56.47%
363 $70.8 Million
Q1 2025

May 15, 2025
BUY
$183.02 - $207.75 $42,460 - $48,198
232 New
232 $43.2 Million

Others Institutions Holding VBR

# of Institutions
1,797
Shares Held
91.8M
Call Options Held
70.1K
Put Options Held
8.2K
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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