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

Rockwood Wealth Management, LLC

$981 Billion
Q1 2025

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 3,237 shares of VBR stock, worth $600,722. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,237

Previous 3,255 0.55%

Holding current value

$600,722

Previous $643 Million 6.26%

% of portfolio

0.06%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$183.02 - $207.75 $3,294 - $3,739	-18 Reduced 0.55%	3,237 $603 Million
Q4 2024 Jan 21, 2025	BUY	$197.36 - $217.3 $31,380 - $34,550	159 Added 5.14%	3,255 $643 Million
Q3 2024 Oct 16, 2024	BUY	$179.99 - $201.6 $5,579 - $6,249	31 Added 1.01%	3,096 $622 Million
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	$147.25 - $169.54 $91,589 - $105,453	622 Added 23.47%	3,272 $520 Million
Q3 2022 Jul 20, 2023	BUY	$143.4 - $172.87 $286 - $345	2 Added 0.08%	2,650 $380 Million
Q2 2022 Jul 20, 2023	BUY	$146.67 - $178.24 $114,842 - $139,561	783 Added 41.98%	2,648 $397 Million
Q1 2022 Jul 20, 2023	BUY	$165.62 - $182.58 $331 - $365	2 Added 0.11%	1,865 $328 Million
Q4 2021 Jul 20, 2023	BUY	$168.72 - $185.72 $314,325 - $345,996	1,863 New	1,863 $333 Million

Others Institutions Holding VBR

# of Institutions

1,712

Shares Held

95.9M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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