Retirement Financial Solutions, LLC Vanguard Small Cap Value ETF Transaction History

Retirement Financial Solutions, LLC

$195 Billion
Q1 2024

A detailed history of Retirement Financial Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 84,877 shares of VBR stock, worth $15.4 Million. This represents 8.37% of its overall portfolio holdings.

Number of Shares

84,877

Previous 77,216 9.92%

Holding current value

$15.4 Million

Previous $13.9 Billion 17.19%

% of portfolio

8.37%

Previous 7.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$172.45 - $191.88 $1.32 Million - $1.47 Million	7,661 Added 9.92%	84,877 $16.3 Billion
Q4 2023 Jan 18, 2024	BUY	$149.18 - $181.94 $977,576 - $1.19 Million	6,553 Added 9.27%	77,216 $13.9 Billion
Q3 2023 Oct 20, 2023	BUY	$157.33 - $174.39 $1.62 Million - $1.8 Million	10,294 Added 17.05%	70,663 $11.3 Billion
Q2 2023 Jul 18, 2023	BUY	$150.74 - $165.4 $1.44 Million - $1.58 Million	9,544 Added 18.78%	60,369 $9.99 Billion
Q1 2023 Apr 26, 2023	BUY	$150.22 - $177.69 $264,537 - $312,912	1,761 Added 3.59%	50,825 $8.07 Billion

Q4 2022 Jan 18, 2023	BUY	$156.49 - $169.54 $7.68 Million - $8.32 Million	49,064 New	49,064 $7.79 Billion

Others Institutions Holding VBR

# of Institutions

1,446

Shares Held

88.9M

Call Options Held

62.7K

Put Options Held

18.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Financial Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Financial Solutions, LLC with notifications on news.

Account

Retirement Financial Solutions, LLC Vanguard Small Cap Value ETF Transaction History