Wagner Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Wagner Wealth Management, LLC

  • $302 Million
  • Q2 2025

A detailed history of Wagner Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 504 shares of VBR stock, worth $100,023. This represents 0.03% of its overall portfolio holdings.

Number of Shares
504
Previous 296 70.27%
Holding current value
$100,023
Previous $54,000 81.48%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$162.76 - $195.77 $33,854 - $40,720
208 Added 70.27%
504 $98,000
Q1 2025

Apr 17, 2025
BUY
$183.02 - $207.75 $54,173 - $61,494
296 New
296 $54,000
Q2 2021

Aug 13, 2021
SELL
$166.46 - $180.76 $1,498 - $1,626
-9 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$139.89 - $172.72 $1,259 - $1,554
9 New
9 $1,000
Q4 2020

Feb 09, 2021
SELL
$111.89 - $142.79 $112,449 - $143,503
-1,005 Closed
0 $0
Q4 2017

Feb 22, 2018
BUY
N/A
1,005
1,005 $137,000

Others Institutions Holding VBR

# of Institutions
1,742
Shares Held
91.9M
Call Options Held
59.5K
Put Options Held
3.1K
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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