Tru Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Tru Wealth Advisors, LLC

$1.56 Billion
Q1 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,269 shares of VBR stock, worth $239,815. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,269

Previous 1,380 8.04%

Holding current value

$239,815

Previous $273,000 13.92%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$183.02 - $207.75 $20,315 - $23,060	-111 Reduced 8.04%	1,269 $235,000
Q4 2024 Jan 15, 2025	BUY	$197.36 - $217.3 $197 - $217	1 Added 0.07%	1,380 $273,000
Q2 2024 Jul 16, 2024	SELL	$177.65 - $191.11 $1,776 - $1,911	-10 Reduced 0.72%	1,379 $251,000
Q1 2024 Apr 15, 2024	BUY	$172.45 - $191.88 $1,724 - $1,918	10 Added 0.73%	1,389 $266,000
Q4 2023 Jan 10, 2024	BUY	$149.18 - $181.94 $205,719 - $250,895	1,379 New	1,379 $248,000
Q1 2022 Apr 27, 2022	SELL	$165.62 - $182.58 $2.63 Million - $2.9 Million	-15,908 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$168.72 - $185.72 $57,364 - $63,144	340 Added 2.18%	15,908 $2.85 Million
Q3 2021 Oct 29, 2021	BUY	$162.66 - $175.73 $263,997 - $285,209	1,623 Added 11.64%	15,568 $2.64 Million
Q2 2021 Jul 29, 2021	BUY	$166.46 - $180.76 $2.32 Million - $2.52 Million	13,945 New	13,945 $2.42 Million

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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Tru Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History