Tritonpoint Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Tritonpoint Wealth, LLC

$1.05 Trillion
Q1 2025

A detailed history of Tritonpoint Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 10,574 shares of VBR stock, worth $2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

10,574

Previous 12,175 13.15%

Holding current value

$2 Million

Previous $2.41 Billion 18.36%

% of portfolio

0.19%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$183.02 - $207.75 $293,015 - $332,607	-1,601 Reduced 13.15%	10,574 $1.97 Billion
Q4 2024 Jan 24, 2025	BUY	$197.36 - $217.3 $3,355 - $3,694	17 Added 0.14%	12,175 $2.41 Billion
Q3 2024 Oct 28, 2024	SELL	$179.99 - $201.6 $284,744 - $318,931	-1,582 Reduced 11.51%	12,158 $2.44 Billion
Q2 2024 Aug 12, 2024	SELL	$177.65 - $191.11 $164,503 - $176,967	-926 Reduced 6.31%	13,740 $2.52 Billion
Q1 2024 Apr 25, 2024	SELL	$172.45 - $191.88 $789,303 - $878,234	-4,577 Reduced 23.79%	14,666 $3.46 Billion
Q4 2023 Jan 24, 2024	BUY	$149.18 - $181.94 $2.87 Million - $3.5 Million	19,243 New	19,243 $3.46 Billion

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Tritonpoint Wealth, LLC Vanguard Small Cap Value ETF Transaction History