Walkner Condon Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 12,428 shares of VBR stock, worth $2.38 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
12,428
Previous 13,178 5.69%
Holding current value
$2.38 Million
Previous $2.65 Million 6.92%
% of portfolio
0.51%
Previous 0.55%

Shares

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

Jan 29, 2025
SELL
$197.36 - $217.3 $148,020 - $162,975
-750 Reduced 5.69%
12,428 $2.46 Million
Q3 2024

Oct 31, 2024
SELL
$179.99 - $201.6 $80,995 - $90,720
-450 Reduced 3.3%
13,178 $2.65 Million
Q2 2024

Jul 26, 2024
SELL
$177.65 - $191.11 $31,977 - $34,399
-180 Reduced 1.3%
13,628 $2.49 Million
Q1 2024

Apr 22, 2024
SELL
$172.45 - $191.88 $62,599 - $69,652
-363 Reduced 2.56%
13,808 $2.65 Million
Q4 2023

Jan 23, 2024
SELL
$149.18 - $181.94 $40,427 - $49,305
-271 Reduced 1.88%
14,171 $2.55 Million
Q3 2023

Oct 19, 2023
BUY
$157.33 - $174.39 $45,625 - $50,573
290 Added 2.05%
14,442 $2.3 Million
Q2 2023

Jul 21, 2023
SELL
$150.74 - $165.4 $71,300 - $78,234
-473 Reduced 3.23%
14,152 $2.34 Million
Q1 2023

Apr 20, 2023
BUY
$150.22 - $177.69 $221,123 - $261,559
1,472 Added 11.19%
14,625 $2.32 Million
Q4 2022

Jan 25, 2023
BUY
$147.25 - $169.54 $630,230 - $725,631
4,280 Added 48.24%
13,153 $0
Q3 2022

Oct 28, 2022
BUY
$143.4 - $172.87 $900,121 - $1.09 Million
6,277 Added 241.8%
8,873 $1.27 Million
Q2 2022

Aug 04, 2022
BUY
$146.67 - $178.24 $380,755 - $462,711
2,596 New
2,596 $389,000

Others Institutions Holding VBR

# of Institutions
1,708
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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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