Wealthspan Partners, LLC Vanguard Small Cap Value ETF Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,976 shares of VBR stock, worth $1.99 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
9,976
Previous 9,959 0.17%
Holding current value
$1.99 Million
Previous $1.82 Million 10.18%
% of portfolio
1.01%
Previous 1.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$179.99 - $201.6 $3,059 - $3,427
17 Added 0.17%
9,976 $2 Million
Q2 2024

Jul 19, 2024
SELL
$177.65 - $191.11 $11,014 - $11,848
-62 Reduced 0.62%
9,959 $1.82 Million
Q1 2024

Apr 29, 2024
BUY
$172.45 - $191.88 $57,770 - $64,279
335 Added 3.46%
10,021 $1.92 Million
Q4 2023

Jan 29, 2024
BUY
$149.18 - $181.94 $74,291 - $90,606
498 Added 5.42%
9,686 $1.74 Million
Q3 2023

Nov 01, 2023
BUY
$157.33 - $174.39 $128,695 - $142,651
818 Added 9.77%
9,188 $1.47 Million
Q2 2023

Aug 08, 2023
BUY
$150.74 - $165.4 $45,372 - $49,785
301 Added 3.73%
8,370 $1.38 Million
Q1 2023

Apr 21, 2023
BUY
$150.22 - $177.69 $109,810 - $129,891
731 Added 9.96%
8,069 $1.28 Million
Q4 2022

Feb 13, 2023
BUY
$147.25 - $169.54 $57,869 - $66,629
393 Added 5.66%
7,338 $1.17 Million
Q3 2022

Nov 14, 2022
BUY
$143.4 - $172.87 $13,909 - $16,768
97 Added 1.42%
6,945 $996,000
Q2 2022

Aug 11, 2022
BUY
$146.67 - $178.24 $68,494 - $83,238
467 Added 7.32%
6,848 $1.03 Million
Q1 2022

May 12, 2022
BUY
$165.62 - $182.58 $17,224 - $18,988
104 Added 1.66%
6,381 $1.12 Million
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $1.06 Million - $1.17 Million
6,277 New
6,277 $1.12 Million

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email