Zrc Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 2,130 shares of VBR stock, worth $437,629. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,130
Previous 2,320 8.19%
Holding current value
$437,629
Previous $458 Million 3.02%
% of portfolio
0.16%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$195.41 - $212.37 $37,127 - $40,350
-190 Reduced 8.19%
2,130 $445 Million
Q2 2025

Jul 08, 2025
SELL
$162.76 - $195.77 $18,880 - $22,709
-116 Reduced 4.76%
2,320 $452 Million
Q1 2025

Apr 09, 2025
SELL
$183.02 - $207.75 $31,113 - $35,317
-170 Reduced 6.52%
2,436 $459 Million
Q4 2024

Jan 28, 2025
SELL
$197.36 - $217.3 $9,078 - $9,995
-46 Reduced 1.73%
2,606 $516 Million
Q3 2024

Oct 04, 2024
BUY
$179.99 - $201.6 $1,439 - $1,612
8 Added 0.3%
2,652 $532 Million
Q2 2024

Jul 08, 2024
SELL
$177.65 - $191.11 $18,120 - $19,493
-102 Reduced 3.71%
2,644 $483 Million
Q1 2024

Apr 19, 2024
SELL
$172.45 - $191.88 $21,556 - $23,985
-125 Reduced 4.35%
2,746 $522 Million
Q4 2023

Jan 16, 2024
BUY
$149.18 - $181.94 $71,606 - $87,331
480 Added 20.08%
2,871 $467 Million
Q3 2023

Oct 10, 2023
SELL
$157.33 - $174.39 $37,601 - $41,679
-239 Reduced 9.09%
2,391 $381 Million
Q2 2023

Jul 06, 2023
SELL
$150.74 - $165.4 $66,174 - $72,610
-439 Reduced 14.3%
2,630 $445 Million
Q1 2023

May 04, 2023
BUY
$150.22 - $177.69 $461,025 - $545,330
3,069 New
3,069 $487 Million

Others Institutions Holding VBR

# of Institutions
1,795
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
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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