Tyler Stone Wealth Management Vanguard Small Cap Value ETF Transaction History

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 2,795 shares of VBR stock, worth $568,698. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,795
Previous 2,784 0.4%
Holding current value
$568,698
Previous $558,000 0.9%
% of portfolio
0.1%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$197.36 - $217.3 $2,170 - $2,390
11 Added 0.4%
2,795 $553,000
Q3 2024

Nov 04, 2024
BUY
$179.99 - $201.6 $252,525 - $282,844
1,403 Added 101.59%
2,784 $558,000
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $2,309 - $2,484
-13 Reduced 0.93%
1,381 $252,000
Q1 2024

May 15, 2024
SELL
$172.45 - $191.88 $16,382 - $18,228
-95 Reduced 6.38%
1,394 $267,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $1,044 - $1,273
7 Added 0.47%
1,489 $267,000
Q3 2023

Nov 14, 2023
SELL
$157.33 - $174.39 $12,743 - $14,125
-81 Reduced 5.18%
1,482 $236,000
Q2 2023

Aug 14, 2023
BUY
$150.74 - $165.4 $1,507 - $1,654
10 Added 0.64%
1,563 $258,000
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $1,325 - $1,525
9 Added 0.58%
1,553 $247,000
Q3 2022

Nov 14, 2022
SELL
$143.4 - $172.87 $4,158 - $5,013
-29 Reduced 1.84%
1,544 $221,000
Q2 2022

Aug 11, 2022
BUY
$146.67 - $178.24 $13,933 - $16,932
95 Added 6.43%
1,573 $236,000
Q1 2022

May 12, 2022
BUY
$165.62 - $182.58 $5,465 - $6,025
33 Added 2.28%
1,478 $260,000
Q4 2021

Feb 22, 2022
BUY
$168.72 - $185.72 $243,800 - $268,365
1,445 New
1,445 $258,000

Others Institutions Holding VBR

# of Institutions
1,687
Shares Held
100M
Call Options Held
57.7K
Put Options Held
8.3K
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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