Quotient Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Quotient Wealth Partners, LLC

$3.4 Trillion
Q2 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 10,862 shares of VBR stock, worth $2.17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,862

Previous 11,437 5.03%

Holding current value

$2.17 Million

Previous $2.13 Billion 0.58%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$162.76 - $195.77 $93,587 - $112,567	-575 Reduced 5.03%	10,862 $2.12 Billion
Q1 2025 Apr 30, 2025	SELL	$183.02 - $207.75 $116,034 - $131,713	-634 Reduced 5.25%	11,437 $2.13 Billion
Q4 2024 Jan 28, 2025	BUY	$197.36 - $217.3 $63,549 - $69,970	322 Added 2.74%	12,071 $2.39 Billion
Q3 2024 Oct 09, 2024	SELL	$179.99 - $201.6 $73,435 - $82,252	-408 Reduced 3.36%	11,749 $2.36 Billion
Q2 2024 Jul 24, 2024	SELL	$177.65 - $191.11 $944,209 - $1.02 Million	-5,315 Reduced 30.42%	12,157 $2.22 Billion
Q1 2024 May 14, 2024	SELL	$172.45 - $191.88 $2.83 Million - $3.15 Million	-16,403 Reduced 48.42%	17,472 $3.35 Billion
Q4 2023 Feb 07, 2024	BUY	$149.18 - $181.94 $5.05 Million - $6.16 Million	33,875 New	33,875 $6.1 Billion

Others Institutions Holding VBR

# of Institutions

1,733

Shares Held

93.2M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Quotient Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History