Sky Oak Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 30,898 shares of VBR stock, worth $6.35 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
30,898
Previous 31,166 0.86%
Holding current value
$6.35 Million
Previous $6.08 Million 6.1%
% of portfolio
1.23%
Previous 1.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$195.41 - $212.37 $52,369 - $56,915
-268 Reduced 0.86%
30,898 $6.45 Million
Q2 2025

Jul 30, 2025
BUY
$162.76 - $195.77 $5.07 Million - $6.1 Million
31,166 New
31,166 $6.08 Million
Q1 2020

May 04, 2020
SELL
$75.8 - $139.04 $210,875 - $386,809
-2,782 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$123.74 - $138.15 $344,244 - $384,333
2,782 New
2,782 $381,000

Others Institutions Holding VBR

# of Institutions
1,795
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
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 Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, 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 Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email