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

Total Clarity Wealth Management, Inc.

$295 Million
Q4 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 17,501 shares of VBR stock, worth $3.25 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

17,501

Previous 9,593 82.44%

Holding current value

$3.25 Million

Previous $1.93 Million 80.06%

% of portfolio

1.17%

Previous 0.65%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$197.36 - $217.3 $1.56 Million - $1.72 Million	7,908 Added 82.44%	17,501 $3.47 Million
Q3 2024 Oct 21, 2024	SELL	$179.99 - $201.6 $624,025 - $698,947	-3,467 Reduced 26.55%	9,593 $1.93 Million
Q2 2024 Aug 09, 2024	BUY	$177.65 - $191.11 $1.6 Million - $1.72 Million	8,988 Added 220.73%	13,060 $2.38 Million
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	$147.25 - $169.54 $4,123 - $4,747	28 Added 0.99%	2,867 $455,000
Q3 2022 Nov 04, 2022	BUY	$143.4 - $172.87 $573 - $691	4 Added 0.14%	2,839 $407,000
Q2 2022 Jul 29, 2022	BUY	$146.67 - $178.24 $51,481 - $62,562	351 Added 14.13%	2,835 $425,000
Q1 2022 Apr 29, 2022	BUY	$165.62 - $182.58 $411,400 - $453,528	2,484 New	2,484 $437,000

Others Institutions Holding VBR

# of Institutions

1,712

Shares Held

95.9M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Clarity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Clarity Wealth Management, Inc. with notifications on news.

Account

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