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

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 38,822 shares of VBR stock, worth $7.37 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
38,822
Previous 39,371 1.39%
Holding current value
$7.37 Million
Previous $7.9 Billion 2.67%
% of portfolio
2.84%
Previous 2.95%

Shares

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

Feb 14, 2025
SELL
$197.36 - $217.3 $108,350 - $119,297
-549 Reduced 1.39%
38,822 $7.69 Billion
Q3 2024

Nov 14, 2024
SELL
$179.99 - $201.6 $215,988 - $241,920
-1,200 Reduced 2.96%
39,371 $7.9 Billion
Q1 2024

May 15, 2024
BUY
$172.45 - $191.88 $6,725 - $7,483
39 Added 0.1%
40,571 $7.78 Billion
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $6.05 Million - $7.37 Million
40,532 New
40,532 $7.29 Billion

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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