Rockwood Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Rockwood Wealth Management, LLC

  • $821 Billion
  • Q2 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 3,065 shares of VBR stock, worth $589,767. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,065
Previous 3,032 1.09%
Holding current value
$589,767
Previous $582 Million 3.85%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jul 26, 2024
BUY
$177.65 - $191.11 $5,862 - $6,306
33 Added 1.09%
3,065 $559 Million
Q4 2023

Jan 17, 2024
SELL
$149.18 - $181.94 $1,790 - $2,183
-12 Reduced 0.39%
3,032 $546 Million
Q3 2023

Oct 10, 2023
SELL
$157.33 - $174.39 $26,274 - $29,123
-167 Reduced 5.2%
3,044 $485 Million
Q2 2023

Jul 20, 2023
BUY
$150.74 - $165.4 $1,507 - $1,654
10 Added 0.31%
3,211 $531 Million
Q1 2023

Jul 20, 2023
SELL
$150.22 - $177.69 $10,665 - $12,615
-71 Reduced 2.17%
3,201 $508 Million
Q4 2022

Jul 20, 2023
BUY
$156.49 - $169.54 $97,336 - $105,453
622 Added 23.47%
3,272 $520 Million
Q3 2022

Jul 20, 2023
BUY
N/A
2 Added 0.08%
2,650 $380 Million
Q2 2022

Jul 20, 2023
BUY
N/A
783 Added 41.98%
2,648 $397 Million
Q1 2022

Jul 20, 2023
BUY
N/A
2 Added 0.11%
1,865 $328 Million
Q4 2021

Jul 20, 2023
BUY
N/A
1,863 New
1,863 $333 Million

Others Institutions Holding VBR

# of Institutions
1,460
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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