Tobias Financial Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 11,355 shares of VBR stock, worth $2.31 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

11,355

Previous 9,303 22.06%

Holding current value

$2.31 Million

Previous $1.84 Million 14.76%

% of portfolio

0.42%

Previous 0.38%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$183.02 - $207.75 $375,557 - $426,303	2,052 Added 22.06%	11,355 $2.12 Million
Q4 2024 Feb 13, 2025	SELL	$197.36 - $217.3 $15,986 - $17,601	-81 Reduced 0.86%	9,303 $1.84 Million
Q3 2024 Oct 30, 2024	BUY	$179.99 - $201.6 $19,258 - $21,571	107 Added 1.15%	9,384 $1.88 Million
Q2 2024 Aug 13, 2024	SELL	$177.65 - $191.11 $104,991 - $112,946	-591 Reduced 5.99%	9,277 $1.69 Million
Q1 2024 May 02, 2024	SELL	$172.45 - $191.88 $5,345 - $5,948	-31 Reduced 0.31%	9,868 $1.89 Million
Q3 2023 Nov 03, 2023	SELL	$157.33 - $174.39 $102,579 - $113,702	-652 Reduced 6.18%	9,899 $1.58 Million
Q2 2023 Aug 03, 2023	BUY	$150.74 - $165.4 $55,924 - $61,363	371 Added 3.64%	10,551 $1.75 Million
Q1 2023 Apr 24, 2023	SELL	$150.22 - $177.69 $179,813 - $212,694	-1,197 Reduced 10.52%	10,180 $1.62 Million
Q4 2022 Feb 13, 2023	SELL	$147.25 - $169.54 $66,998 - $77,140	-455 Reduced 3.85%	11,377 $1.81 Million
Q3 2022 Nov 14, 2022	SELL	$143.4 - $172.87 $579,622 - $698,740	-4,042 Reduced 25.46%	11,832 $1.7 Million
Q2 2022 Aug 12, 2022	BUY	$146.67 - $178.24 $860,219 - $1.05 Million	5,865 Added 58.6%	15,874 $2.38 Million
Q1 2022 May 09, 2022	BUY	$165.62 - $182.58 $1.66 Million - $1.83 Million	10,009 New	10,009 $1.76 Million
Q4 2021 Feb 09, 2022	SELL	$168.72 - $185.72 $1.65 Million - $1.81 Million	-9,767 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$162.66 - $175.73 $3,253 - $3,514	-20 Reduced 0.2%	9,767 $1.65 Million
Q2 2021 Aug 12, 2021	SELL	$166.46 - $180.76 $158,969 - $172,625	-955 Reduced 8.89%	9,787 $1.7 Million
Q1 2021 May 07, 2021	SELL	$139.89 - $172.72 $63,230 - $78,069	-452 Reduced 4.04%	10,742 $1.78 Million
Q4 2020 Feb 12, 2021	SELL	$111.89 - $142.79 $17,119 - $21,846	-153 Reduced 1.35%	11,194 $1.59 Million
Q3 2020 Nov 05, 2020	SELL	$102.46 - $117.9 $56,148 - $64,609	-548 Reduced 4.61%	11,347 $1.26 Million
Q2 2020 Nov 05, 2020	BUY	$81.16 - $120.46 $965,398 - $1.43 Million	11,895 New	11,895 $1.27 Million
Q1 2020 May 13, 2020	SELL	$75.8 - $139.04 $104,983 - $192,570	-1,385 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$123.74 - $138.15 $171,379 - $191,337	1,385 New	1,385 $189,000

Others Institutions Holding VBR

# of Institutions

1,723

Shares Held

93.2M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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Tobias Financial Advisors, Inc. Vanguard Small Cap Value ETF Transaction History