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

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 172,619 shares of VBR stock, worth $35.5 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
172,619
Previous 171,025 0.93%
Holding current value
$35.5 Million
Previous $33.4 Billion 8.02%
% of portfolio
3.75%
Previous 3.64%

Shares

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

Nov 12, 2025
BUY
$195.41 - $212.37 $311,483 - $338,517
1,594 Added 0.93%
172,619 $36 Billion
Q2 2025

Aug 08, 2025
BUY
$162.76 - $195.77 $20,182 - $24,275
124 Added 0.07%
171,025 $33.4 Billion
Q1 2025

May 14, 2025
BUY
$183.02 - $207.75 $1.08 Million - $1.23 Million
5,920 Added 3.59%
170,901 $31.8 Billion
Q4 2024

Feb 13, 2025
BUY
$197.36 - $217.3 $1.52 Million - $1.67 Million
7,677 Added 4.88%
164,981 $33.5 Billion
Q3 2024

Oct 07, 2024
BUY
$179.99 - $201.6 $131,032 - $146,764
728 Added 0.46%
157,304 $31.6 Billion
Q2 2024

Jul 29, 2024
SELL
$177.65 - $191.11 $750,748 - $807,630
-4,226 Reduced 2.63%
156,576 $28.6 Billion
Q1 2024

Apr 22, 2024
BUY
$172.45 - $191.88 $1.98 Million - $2.21 Million
11,492 Added 7.7%
160,802 $30.9 Billion
Q4 2023

Jan 22, 2024
BUY
$149.18 - $181.94 $900,152 - $1.1 Million
6,034 Added 4.21%
149,310 $26.9 Billion
Q3 2023

Oct 10, 2023
BUY
$157.33 - $174.39 $1.14 Million - $1.27 Million
7,268 Added 5.34%
143,276 $22.9 Billion
Q2 2023

Jul 12, 2023
BUY
$150.74 - $165.4 $1.09 Million - $1.2 Million
7,234 Added 5.62%
136,008 $22.5 Billion
Q1 2023

Jun 27, 2023
BUY
$150.22 - $177.69 $1.07 Million - $1.27 Million
7,148 Added 5.88%
128,774 $20.4 Billion
Q4 2022

Jun 27, 2023
BUY
$147.25 - $169.54 $1.81 Million - $2.09 Million
12,299 Added 11.25%
121,626 $19.3 Billion
Q2 2022

Jun 27, 2023
BUY
$146.67 - $178.24 $1.28 Million - $1.55 Million
8,698 Added 8.64%
109,327 $16.4 Billion
Q1 2022

Jun 27, 2023
BUY
$165.62 - $182.58 $2.39 Million - $2.63 Million
14,428 Added 16.74%
100,629 $17.7 Billion
Q4 2021

Jun 26, 2023
BUY
$168.72 - $185.72 $14.5 Million - $16 Million
86,201 New
86,201 $15.4 Billion

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
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