Resurgent Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History

Resurgent Financial Advisors LLC

  • $163 Million
  • Q2 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,457 shares of VBR stock, worth $889,305. This represents 0.5% of its overall portfolio holdings.

Number of Shares
4,457
Previous 9,477 52.97%
Holding current value
$889,305
Previous $1.82 Million 55.28%
% of portfolio
0.5%
Previous 0.94%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $891,803 - $959,372
-5,020 Reduced 52.97%
4,457 $813,000
Q1 2024

May 10, 2024
BUY
$172.45 - $191.88 $826,035 - $919,105
4,790 Added 102.2%
9,477 $1.82 Million
Q4 2023

Feb 09, 2024
SELL
$149.18 - $181.94 $318,200 - $388,078
-2,133 Reduced 31.28%
4,687 $843,000
Q3 2023

Nov 13, 2023
SELL
$157.33 - $174.39 $131,527 - $145,790
-836 Reduced 10.92%
6,820 $1.09 Million
Q2 2023

Aug 14, 2023
BUY
$150.74 - $165.4 $96,775 - $106,186
642 Added 9.15%
7,656 $1.27 Million
Q1 2023

May 15, 2023
BUY
$150.22 - $177.69 $83,972 - $99,328
559 Added 8.66%
7,014 $1.11 Million
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $422,313 - $486,240
2,868 Added 79.96%
6,455 $1.03 Million
Q3 2022

Nov 14, 2022
SELL
$143.4 - $172.87 $62,235 - $75,025
-434 Reduced 10.79%
3,587 $514,000
Q2 2022

Aug 15, 2022
SELL
$146.67 - $178.24 $19,800 - $24,062
-135 Reduced 3.25%
4,021 $602,000
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $136,802 - $150,811
826 Added 24.8%
4,156 $731,000
Q4 2021

May 16, 2022
BUY
$168.72 - $185.72 $561,837 - $618,447
3,330 New
3,330 $596,000

Others Institutions Holding VBR

# of Institutions
1,464
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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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