Waller Financial Planning Group, Inc Vanguard Small Cap Value ETF Transaction History

Waller Financial Planning Group, Inc

  • $355 Million
  • Q1 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 4,073 shares of VBR stock, worth $755,867. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,073
Previous 4,934 17.45%
Holding current value
$755,867
Previous $977,000 22.72%
% of portfolio
0.21%
Previous 0.25%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
SELL
$183.02 - $207.75 $157,580 - $178,872
-861 Reduced 17.45%
4,073 $755,000
Q4 2024

Jan 03, 2025
BUY
$197.36 - $217.3 $1,184 - $1,303
6 Added 0.12%
4,934 $977,000
Q2 2024

Jul 02, 2024
BUY
$177.65 - $191.11 $19,541 - $21,022
110 Added 2.28%
4,928 $899,000
Q1 2024

Apr 02, 2024
SELL
$172.45 - $191.88 $5,001 - $5,564
-29 Reduced 0.6%
4,818 $924,000
Q4 2023

Jan 03, 2024
BUY
$149.18 - $181.94 $53,406 - $65,134
358 Added 7.98%
4,847 $872,000
Q3 2023

Oct 18, 2023
SELL
$157.33 - $174.39 $4,719 - $5,231
-30 Reduced 0.66%
4,489 $715,000
Q2 2023

Jul 05, 2023
BUY
$150.74 - $165.4 $9,948 - $10,916
66 Added 1.48%
4,519 $747,000
Q1 2023

Apr 18, 2023
SELL
$150.22 - $177.69 $240,952 - $285,014
-1,604 Reduced 26.48%
4,453 $706,000
Q4 2022

Jan 05, 2023
SELL
$147.25 - $169.54 $14,725 - $16,954
-100 Reduced 1.62%
6,057 $0
Q3 2022

Oct 20, 2022
BUY
$143.4 - $172.87 $25,095 - $30,252
175 Added 2.93%
6,157 $883,000
Q2 2022

Jul 18, 2022
SELL
$146.67 - $178.24 $13,053 - $15,863
-89 Reduced 1.47%
5,982 $896,000
Q1 2022

Apr 18, 2022
BUY
$165.62 - $182.58 $13,083 - $14,423
79 Added 1.32%
6,071 $1.07 Million
Q4 2021

Jan 26, 2022
SELL
$168.72 - $185.72 $83,516 - $91,931
-495 Reduced 7.63%
5,992 $1.07 Million
Q3 2021

Oct 19, 2021
BUY
$162.66 - $175.73 $60,997 - $65,898
375 Added 6.14%
6,487 $1.1 Million
Q1 2021

Apr 14, 2021
SELL
$139.89 - $172.72 $101,560 - $125,394
-726 Reduced 10.62%
6,112 $1.01 Million
Q4 2020

Jan 14, 2021
SELL
$111.89 - $142.79 $16,671 - $21,275
-149 Reduced 2.13%
6,838 $972,000
Q3 2020

Oct 19, 2020
SELL
$102.46 - $117.9 $5,225 - $6,012
-51 Reduced 0.72%
6,987 $773,000
Q2 2020

Jul 14, 2020
SELL
$81.16 - $120.46 $200,221 - $297,174
-2,467 Reduced 25.95%
7,038 $753,000
Q1 2020

Apr 13, 2020
SELL
$75.8 - $139.04 $176,235 - $323,268
-2,325 Reduced 19.65%
9,505 $844,000
Q4 2019

Jan 15, 2020
SELL
$123.74 - $138.15 $30,316 - $33,846
-245 Reduced 2.03%
11,830 $1.62 Million
Q3 2019

Oct 30, 2019
SELL
$128.22 - $131.67 $8,975 - $9,216
-70 Reduced 0.58%
12,075 $1.59 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-610 Reduced 4.78%
12,145 $1.58 Million
Q1 2019

Apr 17, 2019
SELL
N/A
-2,578 Reduced 16.81%
12,755 $1.7 Million
Q4 2018

Jan 30, 2019
BUY
N/A
15,333 New
15,333 $1.75 Million

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
95.9M
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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