Summit Wealth & Retirement Planning, Inc. Vanguard Small Cap Value ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 9,786 shares of VBR stock, worth $1.94 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
9,786
Previous 5,631 73.79%
Holding current value
$1.94 Million
Previous $1.03 Million 91.24%
% of portfolio
0.66%
Previous 0.37%

Shares

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

Nov 01, 2024
BUY
$179.99 - $201.6 $747,858 - $837,648
4,155 Added 73.79%
9,786 $1.96 Million
Q2 2024

Aug 06, 2024
BUY
$177.65 - $191.11 $34,997 - $37,648
197 Added 3.63%
5,631 $1.03 Million
Q1 2024

May 09, 2024
BUY
$172.45 - $191.88 $239,533 - $266,521
1,389 Added 34.34%
5,434 $1.04 Million
Q4 2023

Feb 01, 2024
BUY
$149.18 - $181.94 $149 - $181
1 Added 0.02%
4,045 $727,000
Q3 2023

Oct 25, 2023
BUY
$157.33 - $174.39 $73,630 - $81,614
468 Added 13.09%
4,044 $644,000
Q2 2023

Jul 26, 2023
BUY
$150.74 - $165.4 $11,305 - $12,405
75 Added 2.14%
3,576 $591,000
Q1 2023

May 11, 2023
BUY
$150.22 - $177.69 $101,398 - $119,940
675 Added 23.89%
3,501 $555,000
Q4 2022

Feb 09, 2023
BUY
$147.25 - $169.54 $15,019 - $17,293
102 Added 3.74%
2,826 $449,000
Q3 2022

Nov 10, 2022
BUY
$143.4 - $172.87 $135,799 - $163,707
947 Added 53.29%
2,724 $391,000
Q2 2022

Aug 02, 2022
BUY
$146.67 - $178.24 $35,494 - $43,134
242 Added 15.77%
1,777 $266,000
Q1 2022

May 12, 2022
BUY
$165.62 - $182.58 $64,591 - $71,206
390 Added 34.06%
1,535 $270,000
Q4 2021

Feb 03, 2022
BUY
$168.72 - $185.72 $193,184 - $212,649
1,145 New
1,145 $205,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
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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