Sightline Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Sightline Wealth Advisors, LLC

$207 Million
Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 3,774 shares of VBR stock, worth $792,124. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,774

Previous 3,906 3.38%

Holding current value

$792,124

Previous $727,000 1.1%

% of portfolio

0.36%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$162.76 - $195.77 $21,484 - $25,841	-132 Reduced 3.38%	3,774 $735,000
Q1 2025 Apr 29, 2025	BUY	$183.02 - $207.75 $549 - $623	3 Added 0.08%	3,906 $727,000
Q4 2024 Jan 13, 2025	BUY	$197.36 - $217.3 $1,184 - $1,303	6 Added 0.15%	3,903 $773,000
Q3 2024 Oct 21, 2024	BUY	$179.99 - $201.6 $45,537 - $51,004	253 Added 6.94%	3,897 $782,000
Q1 2024 Apr 24, 2024	BUY	$172.45 - $191.88 $110,540 - $122,995	641 Added 21.35%	3,644 $699,000
Q4 2023 Jan 23, 2024	BUY	$149.18 - $181.94 $895 - $1,091	6 Added 0.2%	3,003 $540,000
Q3 2023 Nov 01, 2023	BUY	$157.33 - $174.39 $175,108 - $194,096	1,113 Added 59.08%	2,997 $477,000
Q1 2023 May 02, 2023	BUY	$150.22 - $177.69 $283,014 - $334,767	1,884 New	1,884 $299,000

Others Institutions Holding VBR

# of Institutions

1,755

Shares Held

91.1M

Call Options Held

58.1K

Put Options Held

3.1K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Sightline Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History