Yukon Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Yukon Wealth Management, Inc.

  • $280 Billion
  • Q2 2025

A detailed history of Yukon Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Yukon Wealth Management, Inc. holds 3,335 shares of VBR stock, worth $696,948. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,335
Previous 4,483 25.61%
Holding current value
$696,948
Previous $835 Million 22.13%
% of portfolio
0.23%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
$162.76 - $195.77 $186,848 - $224,743
-1,148 Reduced 25.61%
3,335 $650 Million
Q1 2025

Apr 28, 2025
BUY
$183.02 - $207.75 $820,478 - $931,343
4,483 New
4,483 $835 Million

Others Institutions Holding VBR

# of Institutions
1,768
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
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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