Resurgent Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 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 4,983 shares of VBR stock, worth $985,089. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,983

Previous 4,767 4.53%

Holding current value

$985,089

Previous $957,000 3.13%

% of portfolio

0.59%

Previous 0.56%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$197.36 - $217.3 $42,629 - $46,936	216 Added 4.53%	4,983 $987,000
Q3 2024 Nov 14, 2024	BUY	$179.99 - $201.6 $55,796 - $62,496	310 Added 6.96%	4,767 $957,000
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

1,695

Shares Held

100M

Call Options Held

56.1K

Put Options Held

9.5K

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About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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Resurgent Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History