Wealthspan Partners, LLC Vanguard Small Cap Value ETF Transaction History

Wealthspan Partners, LLC

  • $179 Million
  • Q2 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 9,959 shares of VBR stock, worth $1.99 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
9,959
Previous 10,021 0.62%
Holding current value
$1.99 Million
Previous $1.92 Million 5.46%
% of portfolio
1.02%
Previous 1.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,464
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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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