Total Clarity Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Total Clarity Wealth Management, Inc.

$278 Million
Q1 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 4,072 shares of VBR stock, worth $739,190. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,072

Previous 11,157 63.5%

Holding current value

$739,190

Previous $2.01 Million 61.09%

% of portfolio

0.28%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$172.45 - $191.88 $1.22 Million - $1.36 Million	-7,085 Reduced 63.5%	4,072 $781,000
Q4 2023 Jan 23, 2024	BUY	$149.18 - $181.94 $1.32 Million - $1.61 Million	8,839 Added 381.32%	11,157 $2.01 Million
Q3 2023 Oct 24, 2023	BUY	$157.33 - $174.39 $9,754 - $10,812	62 Added 2.75%	2,318 $369,000
Q2 2023 Jul 24, 2023	SELL	$150.74 - $165.4 $70,244 - $77,076	-466 Reduced 17.12%	2,256 $373,000
Q1 2023 May 04, 2023	SELL	$150.22 - $177.69 $21,781 - $25,765	-145 Reduced 5.06%	2,722 $432,000

Q4 2022 Feb 03, 2023	BUY	$156.49 - $169.54 $4,381 - $4,747	28 Added 0.99%	2,867 $455,000
Q3 2022 Nov 04, 2022	BUY	N/A	4 Added 0.14%	2,839 $407,000
Q2 2022 Jul 29, 2022	BUY	N/A	351 Added 14.13%	2,835 $425,000
Q1 2022 Apr 29, 2022	BUY	N/A	2,484 New	2,484 $437,000

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

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Total Clarity Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History