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 9,593 shares of VBR stock, worth $1.92 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
9,593
Previous 13,060 26.55%
Holding current value
$1.92 Million
Previous $2.38 Million 19.18%
% of portfolio
0.65%
Previous 0.84%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Total Clarity Wealth Management, Inc. Portfolio

Follow Total Clarity Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.