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

Retirement Financial Solutions, LLC

  • $165 Billion
  • Q1 2025

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 84,510 shares of VBR stock, worth $16.1 Million. This represents 9.52% of its overall portfolio holdings.

Number of Shares
84,510
Previous 97,990 13.76%
Holding current value
$16.1 Million
Previous $19.4 Billion 18.93%
% of portfolio
9.52%
Previous 10.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$183.02 - $207.75 $2.47 Million - $2.8 Million
-13,480 Reduced 13.76%
84,510 $15.7 Billion
Q4 2024

Jan 31, 2025
BUY
$197.36 - $217.3 $25,656 - $28,249
130 Added 0.13%
97,990 $19.4 Billion
Q3 2024

Oct 29, 2024
BUY
$179.99 - $201.6 $345,400 - $386,870
1,919 Added 2.0%
97,860 $19.6 Billion
Q2 2024

Aug 05, 2024
BUY
$177.65 - $191.11 $1.97 Million - $2.11 Million
11,064 Added 13.04%
95,941 $17.5 Billion
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
$147.25 - $169.54 $7.22 Million - $8.32 Million
49,064 New
49,064 $7.79 Billion

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
Call Options Held
42.9K
Put Options Held
7K
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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