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

Whitaker Myers Wealth Managers, Ltd.

  • $301 Billion
  • Q3 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 74,421 shares of VBR stock, worth $15.7 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
74,421
Previous 70,923 4.93%
Holding current value
$15.7 Million
Previous $12.9 Billion 15.43%
% of portfolio
4.97%
Previous 4.78%

Shares

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

Oct 18, 2024
BUY
$179.99 - $201.6 $629,605 - $705,196
3,498 Added 4.93%
74,421 $14.9 Billion
Q2 2024

Jul 26, 2024
BUY
$177.65 - $191.11 $1.44 Million - $1.55 Million
8,098 Added 12.89%
70,923 $12.9 Billion
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
$147.25 - $169.54 $4.21 Million - $4.85 Million
28,618 New
28,618 $4.54 Billion

Others Institutions Holding VBR

# of Institutions
1,524
Shares Held
89.9M
Call Options Held
44.8K
Put Options Held
24K
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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