Schwallier Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 5,846 shares of VBR stock, worth $1.12 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
5,846
Previous 6,144 4.85%
Holding current value
$1.12 Million
Previous $1.23 Billion 6.09%
% of portfolio
0.88%
Previous 0.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$197.36 - $217.3 $58,813 - $64,755
-298 Reduced 4.85%
5,846 $1.16 Billion
Q3 2024

Nov 07, 2024
BUY
$179.99 - $201.6 $43,197 - $48,384
240 Added 4.07%
6,144 $1.23 Billion
Q2 2024

Aug 13, 2024
SELL
$177.65 - $191.11 $77,810 - $83,706
-438 Reduced 6.91%
5,904 $1.08 Billion
Q1 2024

May 14, 2024
SELL
$172.45 - $191.88 $157,791 - $175,570
-915 Reduced 12.61%
6,342 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $1.08 Million - $1.32 Million
7,257 New
7,257 $1.31 Billion

Others Institutions Holding VBR

# of Institutions
1,703
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email