Weitzel Financial Services, Inc. Vanguard Small Cap Value ETF Transaction History

Weitzel Financial Services, Inc.

  • $213 Million
  • Q1 2025

A detailed history of Weitzel Financial Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 5,679 shares of VBR stock, worth $1.11 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
5,679
Previous 5,032 12.86%
Holding current value
$1.11 Million
Previous $997,000 6.02%
% of portfolio
0.5%
Previous 0.47%

Shares

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

May 15, 2025
BUY
$183.02 - $207.75 $118,413 - $134,414
647 Added 12.86%
5,679 $1.06 Million
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $58,221 - $64,103
295 Added 6.23%
5,032 $997,000
Q3 2024

Oct 31, 2024
BUY
$179.99 - $201.6 $31,858 - $35,683
177 Added 3.88%
4,737 $951,000
Q2 2024

Aug 06, 2024
BUY
$177.65 - $191.11 $11,547 - $12,422
65 Added 1.45%
4,560 $832,000
Q1 2024

Apr 10, 2024
SELL
$172.45 - $191.88 $708,769 - $788,626
-4,110 Reduced 47.76%
4,495 $862,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $57,732 - $70,410
387 Added 4.71%
8,605 $1.55 Million
Q3 2023

Nov 09, 2023
BUY
$157.33 - $174.39 $255,661 - $283,383
1,625 Added 24.65%
8,218 $1.31 Million
Q2 2023

Jul 07, 2023
BUY
$150.74 - $165.4 $19,294 - $21,171
128 Added 1.98%
6,593 $1.09 Million
Q1 2023

Apr 05, 2023
BUY
$150.22 - $177.69 $122,279 - $144,639
814 Added 14.4%
6,465 $1.03 Million
Q4 2022

Feb 10, 2023
BUY
$147.25 - $169.54 $70,680 - $81,379
480 Added 9.28%
5,651 $897,000
Q3 2022

Oct 21, 2022
BUY
$143.4 - $172.87 $49,042 - $59,121
342 Added 7.08%
5,171 $0
Q2 2022

Jul 11, 2022
BUY
$146.67 - $178.24 $708,269 - $860,720
4,829 New
4,829 $0

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.8M
Call Options Held
42.9K
Put Options Held
7K
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 Weitzel Financial Services, Inc. Portfolio

Follow Weitzel Financial Services, Inc. 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 Weitzel Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Weitzel Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email