Whitaker Myers Wealth Managers, Ltd. Vanguard Small Cap Value ETF Transaction History

Whitaker Myers Wealth Managers, Ltd.

$237 Billion
Q1 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 62,825 shares of VBR stock, worth $11.3 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares

62,825

Previous 53,739 16.91%

Holding current value

$11.3 Million

Previous $9.67 Billion 24.64%

% of portfolio

5.09%

Previous 4.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$172.45 - $191.88 $1.57 Million - $1.74 Million	9,086 Added 16.91%	62,825 $12.1 Billion
Q4 2023 Jan 12, 2024	BUY	$149.18 - $181.94 $778,122 - $948,999	5,216 Added 10.75%	53,739 $9.67 Billion
Q3 2023 Oct 05, 2023	BUY	$157.33 - $174.39 $1.13 Million - $1.25 Million	7,196 Added 17.41%	48,523 $7.74 Billion
Q2 2023 Jul 13, 2023	BUY	$150.74 - $165.4 $877,457 - $962,793	5,821 Added 16.39%	41,327 $6.84 Billion
Q1 2023 Apr 21, 2023	BUY	$150.22 - $177.69 $1.03 Million - $1.22 Million	6,888 Added 24.07%	35,506 $5.64 Billion

Q4 2022 Apr 21, 2023	BUY	$156.49 - $169.54 $4.48 Million - $4.85 Million	28,618 New	28,618 $4.54 Billion

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

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Whitaker Myers Wealth Managers, Ltd. Vanguard Small Cap Value ETF Transaction History