A detailed history of Ridgewood Investments LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ridgewood Investments LLC holds 2,311 shares of VBR stock, worth $463,193. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,311
Previous 2,078 11.21%
Holding current value
$463,193
Previous $398,000 5.78%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Jul 29, 2024

BUY
$177.65 - $191.11 $41,392 - $44,528
233 Added 11.21%
2,311 $421,000
Q1 2024

Apr 10, 2024

BUY
$172.45 - $191.88 $50,182 - $55,837
291 Added 16.28%
2,078 $398,000
Q4 2023

Jan 11, 2024

BUY
$149.18 - $181.94 $5,221 - $6,367
35 Added 2.0%
1,787 $321,000
Q3 2023

Oct 20, 2023

SELL
$157.33 - $174.39 $1,573 - $1,743
-10 Reduced 0.57%
1,752 $279,000
Q2 2023

Aug 07, 2023

BUY
$150.74 - $165.4 $66,777 - $73,272
443 Added 33.59%
1,762 $291,000
Q1 2023

Apr 25, 2023

BUY
$150.22 - $177.69 $6,910 - $8,173
46 Added 3.61%
1,319 $209,000
Q4 2022

Jan 19, 2023

BUY
$147.25 - $169.54 $187,449 - $215,824
1,273 New
1,273 $0

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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