Selective Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,516 shares of VBR stock, worth $475,473. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,516
Previous 2,516 -0.0%
Holding current value
$475,473
Previous $498,000 6.43%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Jan 15, 2025
BUY
$197.36 - $217.3 $19,736 - $21,730
100 Added 4.14%
2,516 $498,000
Q3 2024

Oct 09, 2024
SELL
$179.99 - $201.6 $26,278 - $29,433
-146 Reduced 5.7%
2,416 $485,000
Q4 2023

Jan 05, 2024
SELL
$149.18 - $181.94 $12,829 - $15,646
-86 Reduced 3.25%
2,562 $461,000
Q4 2022

Jan 23, 2023
BUY
$147.25 - $169.54 $2,650 - $3,051
18 Added 0.68%
2,648 $0
Q3 2022

Oct 21, 2022
BUY
$143.4 - $172.87 $2,007 - $2,420
14 Added 0.54%
2,630 $377,000
Q2 2022

Jul 28, 2022
BUY
$146.67 - $178.24 $1,906 - $2,317
13 Added 0.5%
2,616 $392,000
Q1 2022

Apr 20, 2022
SELL
$165.62 - $182.58 $1,324 - $1,460
-8 Reduced 0.31%
2,603 $458,000
Q4 2021

Jan 18, 2022
BUY
$168.72 - $185.72 $2,868 - $3,157
17 Added 0.66%
2,611 $467,000
Q3 2021

Oct 27, 2021
BUY
$162.66 - $175.73 $1,626 - $1,757
10 Added 0.39%
2,594 $439,000
Q2 2021

Aug 04, 2021
SELL
$166.46 - $180.76 $58,427 - $63,446
-351 Reduced 11.96%
2,584 $0
Q1 2021

Apr 09, 2021
SELL
$139.89 - $172.72 $68,266 - $84,287
-488 Reduced 14.26%
2,935 $486,000
Q4 2020

Jan 22, 2021
BUY
$111.89 - $142.79 $3,804 - $4,854
34 Added 1.0%
3,423 $487,000
Q3 2020

Oct 21, 2020
BUY
$102.46 - $117.9 $1,331 - $1,532
13 Added 0.39%
3,389 $375,000
Q2 2020

Jul 15, 2020
BUY
$81.16 - $120.46 $24,916 - $36,981
307 Added 10.0%
3,376 $361,000
Q1 2020

Apr 16, 2020
BUY
$75.8 - $139.04 $985 - $1,807
13 Added 0.43%
3,069 $273,000
Q4 2019

Jan 10, 2020
SELL
$123.74 - $138.15 $95,651 - $106,789
-773 Reduced 20.19%
3,056 $419,000
Q3 2019

Oct 29, 2019
SELL
$128.22 - $131.67 $159,377 - $163,665
-1,243 Reduced 24.51%
3,829 $493,000
Q2 2019

Jul 16, 2019
BUY
N/A
5,072 New
5,072 $662,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
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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