True Wealth Financial Partners Vanguard Small Cap Value ETF Transaction History

True Wealth Financial Partners

  • $143 Million
  • Q1 2024

A detailed history of True Wealth Financial Partners transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 83,071 shares of VBR stock, worth $15 Million. This represents 11.18% of its overall portfolio holdings.

Number of Shares
83,071
Previous 81,590 1.82%
Holding current value
$15 Million
Previous $14.7 Million 8.55%
% of portfolio
11.18%
Previous 11.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$172.45 - $191.88 $255,398 - $284,174
1,481 Added 1.82%
83,071 $15.9 Million
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $240,179 - $292,923
1,610 Added 2.01%
81,590 $14.7 Million
Q3 2023

Nov 06, 2023
BUY
$157.33 - $174.39 $506,759 - $561,710
3,221 Added 4.2%
79,980 $12.8 Million
Q2 2023

Jul 24, 2023
BUY
$150.74 - $165.4 $205,760 - $225,771
1,365 Added 1.81%
76,759 $12.7 Million
Q1 2023

May 11, 2023
BUY
$150.22 - $177.69 $817,347 - $966,811
5,441 Added 7.78%
75,394 $12 Million
Q4 2022

Feb 06, 2023
BUY
$156.49 - $169.54 $287,159 - $311,105
1,835 Added 2.69%
69,953 $11.1 Million
Q3 2022

Nov 09, 2022
BUY
N/A
713 Added 1.06%
68,118 $9.77 Million
Q2 2022

Aug 05, 2022
BUY
N/A
2,150 Added 3.29%
67,405 $10.1 Million
Q1 2022

May 10, 2022
BUY
N/A
1,479 Added 2.32%
65,255 $11.5 Million
Q4 2021

Feb 14, 2022
BUY
N/A
63,776 New
63,776 $11.4 Million

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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