Wealth Shield Partners, LLC Vanguard Small Cap Value ETF Transaction History

Wealth Shield Partners, LLC

  • $600 Million
  • Q1 2024

A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 14,527 shares of VBR stock, worth $2.64 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
14,527
Previous 17,165 15.37%
Holding current value
$2.64 Million
Previous $3.09 Million 9.78%
% of portfolio
0.46%
Previous 0.53%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$172.45 - $191.88 $454,923 - $506,179
-2,638 Reduced 15.37%
14,527 $2.79 Million
Q4 2023

Jan 23, 2024
SELL
$149.18 - $181.94 $1.56 Million - $1.9 Million
-10,444 Reduced 37.83%
17,165 $3.09 Million
Q3 2023

Oct 25, 2023
BUY
$157.33 - $174.39 $363,274 - $402,666
2,309 Added 9.13%
27,609 $4.4 Million
Q2 2023

Aug 03, 2023
BUY
$150.74 - $165.4 $222,793 - $244,461
1,478 Added 6.2%
25,300 $4.18 Million
Q1 2023

May 08, 2023
BUY
$150.22 - $177.69 $193,032 - $228,331
1,285 Added 5.7%
23,822 $3.78 Million
Q4 2022

Feb 13, 2023
SELL
$156.49 - $169.54 $31,298 - $33,908
-200 Reduced 0.88%
22,537 $3.58 Million
Q3 2022

Nov 04, 2022
BUY
N/A
1,591 Added 7.52%
22,737 $3.26 Million
Q2 2022

Aug 11, 2022
BUY
N/A
365 Added 1.76%
21,146 $3.17 Million
Q1 2022

May 09, 2022
SELL
N/A
-8,201 Reduced 28.3%
20,781 $3.66 Million
Q4 2021

Feb 10, 2022
BUY
N/A
4,581 Added 18.77%
28,982 $5.18 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-413 Reduced 1.66%
24,401 $4.13 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-2,254 Reduced 8.33%
24,814 $4.31 Million
Q1 2021

May 17, 2021
SELL
N/A
-2,089 Reduced 7.16%
27,068 $4.48 Million
Q4 2020

Feb 16, 2021
BUY
N/A
22,281 Added 324.04%
29,157 $4.15 Million
Q3 2020

Oct 30, 2020
SELL
N/A
-26 Reduced 0.38%
6,876 $760,000
Q2 2020

Aug 13, 2020
SELL
N/A
-6,416 Reduced 48.18%
6,902 $737,000
Q1 2020

May 12, 2020
SELL
N/A
-966 Reduced 6.76%
13,318 $1.18 Million
Q4 2019

Feb 13, 2020
BUY
N/A
40 Added 0.28%
14,284 $1.96 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,724 Reduced 10.8%
14,244 $1.83 Million
Q4 2018

Feb 14, 2019
BUY
N/A
171 Added 1.08%
15,968 $1.82 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-10 Reduced 0.06%
15,797 $2.21 Million
Q2 2018

Aug 02, 2018
SELL
N/A
-38 Reduced 0.24%
15,807 $2.15 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,538 Reduced 8.85%
15,845 $2.05 Million
Q4 2017

Apr 18, 2018
BUY
N/A
17,383
17,383 $2.33 Million

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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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