West Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,858 shares of VBR stock, worth $334,402. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,858

Previous 1,980 6.16%

Holding current value

$334,402

Previous $392,000 12.24%

% of portfolio

0.07%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$183.02 - $207.75 $22,328 - $25,345	-122 Reduced 6.16%	1,858 $344,000
Q4 2024 Jan 14, 2025	SELL	$197.36 - $217.3 $19,538 - $21,512	-99 Reduced 4.76%	1,980 $392,000
Q2 2024 Jul 15, 2024	BUY	$177.65 - $191.11 $20,429 - $21,977	115 Added 5.86%	2,079 $379,000
Q4 2023 Jan 11, 2024	SELL	$149.18 - $181.94 $2,834 - $3,456	-19 Reduced 0.96%	1,964 $353,000
Q3 2023 Oct 10, 2023	SELL	$157.33 - $174.39 $11,013 - $12,207	-70 Reduced 3.41%	1,983 $316,000
Q2 2023 Jul 07, 2023	SELL	$150.74 - $165.4 $2,411 - $2,646	-16 Reduced 0.77%	2,053 $339,000
Q1 2023 Apr 18, 2023	SELL	$150.22 - $177.69 $2,553 - $3,020	-17 Reduced 0.81%	2,069 $328,000
Q3 2022 Oct 11, 2022	SELL	$143.4 - $172.87 $2,868 - $3,457	-20 Reduced 0.95%	2,086 $299,000
Q1 2022 Apr 18, 2022	SELL	$165.62 - $182.58 $2,484 - $2,738	-15 Reduced 0.71%	2,106 $371,000
Q4 2021 Jan 19, 2022	BUY	$168.72 - $185.72 $6,748 - $7,428	40 Added 1.92%	2,121 $379,000
Q2 2021 Jul 27, 2021	SELL	$166.46 - $180.76 $11,485 - $12,472	-69 Reduced 3.21%	2,081 $361,000
Q1 2021 Apr 20, 2021	BUY	$139.89 - $172.72 $1,398 - $1,727	10 Added 0.47%	2,150 $356,000
Q4 2020 Feb 22, 2021	SELL	$111.89 - $142.79 $11,189 - $14,279	-100 Reduced 4.46%	2,140 $304,000
Q4 2020 Feb 02, 2021	BUY	$111.89 - $142.79 $250,633 - $319,849	2,240 New	2,240 $240 Million

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.7M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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West Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History