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

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 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 31,166 shares of VBR stock, worth $6.19 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
31,166
Holding current value
$6.19 Million
% of portfolio
1.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,732
Shares Held
93.1M
Call Options Held
44.4K
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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