Summit Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,189 shares of VBR stock, worth $468,489. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,189
Previous 2,137 2.43%
Holding current value
$468,489
Previous $390 Million 12.67%
% of portfolio
0.08%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$179.99 - $201.6 $9,359 - $10,483
52 Added 2.43%
2,189 $440 Million
Q2 2024

Sep 11, 2024
SELL
$177.65 - $191.11 $4,263 - $4,586
-24 Reduced 1.11%
2,137 $390 Million
Q1 2024

Sep 11, 2024
BUY
$172.45 - $191.88 $372,664 - $414,652
2,161 New
2,161 $415 Million
Q3 2022

Sep 11, 2024
SELL
$143.4 - $172.87 $309,600 - $373,226
-2,159 Closed
0 $0
Q2 2022

Sep 11, 2024
SELL
$146.67 - $178.24 $848,192 - $1.03 Million
-5,783 Reduced 72.82%
2,159 $323 Million
Q1 2022

Sep 11, 2024
BUY
$165.62 - $182.58 $35,277 - $38,889
213 Added 2.76%
7,942 $1.4 Billion
Q4 2021

Sep 10, 2024
BUY
$168.72 - $185.72 $224,566 - $247,193
1,331 Added 20.8%
7,729 $1.38 Billion
Q3 2021

Sep 10, 2024
SELL
$162.66 - $175.73 $19,844 - $21,439
-122 Reduced 1.87%
6,398 $1.08 Billion
Q2 2021

Sep 10, 2024
BUY
$166.46 - $180.76 $10,653 - $11,568
64 Added 0.99%
6,520 $1.13 Billion
Q1 2021

Sep 10, 2024
SELL
$139.89 - $172.72 $61,831 - $76,342
-442 Reduced 6.41%
6,456 $1.07 Billion
Q4 2020

Sep 10, 2024
BUY
$111.89 - $142.79 $157,653 - $201,191
1,409 Added 25.67%
6,898 $981 Million
Q3 2020

Sep 10, 2024
BUY
$102.46 - $117.9 $46,721 - $53,762
456 Added 9.06%
5,489 $607 Million
Q2 2020

Sep 10, 2024
BUY
$81.16 - $120.46 $408,478 - $606,275
5,033 New
5,033 $538 Million

Others Institutions Holding VBR

# of Institutions
1,540
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
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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