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

Tobias Financial Advisors, Inc.

  • $431 Million
  • Q1 2024

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 9,868 shares of VBR stock, worth $1.79 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
9,868
Previous 9,899 0.31%
Holding current value
$1.79 Million
Previous $1.78 Million 6.29%
% of portfolio
0.44%
Previous 0.44%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$156.49 - $169.54 $71,202 - $77,140
-455 Reduced 3.85%
11,377 $1.81 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-4,042 Reduced 25.46%
11,832 $1.7 Million
Q2 2022

Aug 12, 2022
BUY
N/A
5,865 Added 58.6%
15,874 $2.38 Million
Q1 2022

May 09, 2022
BUY
N/A
10,009 New
10,009 $1.76 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-9,767 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-20 Reduced 0.2%
9,767 $1.65 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-955 Reduced 8.89%
9,787 $1.7 Million
Q1 2021

May 07, 2021
SELL
N/A
-452 Reduced 4.04%
10,742 $1.78 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-153 Reduced 1.35%
11,194 $1.59 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-548 Reduced 4.61%
11,347 $1.26 Million
Q2 2020

Nov 05, 2020
BUY
N/A
11,895 New
11,895 $1.27 Million
Q1 2020

May 13, 2020
SELL
N/A
-1,385 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
N/A
1,385 New
1,385 $189,000

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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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