Grey Fox Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 102,565 shares of VBR stock, worth $20.4 Million. This represents 5.74% of its overall portfolio holdings.

Number of Shares

102,565

Previous 83,830 22.35%

Holding current value

$20.4 Million

Previous $15.4 Billion 33.84%

% of portfolio

5.74%

Previous 5.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$179.99 - $201.6 $3.37 Million - $3.78 Million	18,735 Added 22.35%	102,565 $20.6 Billion
Q2 2024 Jul 30, 2024	BUY	$177.65 - $191.11 $826,427 - $889,043	4,652 Added 5.88%	83,830 $15.4 Billion
Q1 2024 Apr 11, 2024	BUY	$172.45 - $191.88 $1.43 Million - $1.59 Million	8,272 Added 11.67%	79,178 $15.2 Billion
Q4 2023 Jan 17, 2024	BUY	$149.18 - $181.94 $1.51 Million - $1.84 Million	10,096 Added 16.6%	70,906 $12.8 Billion
Q3 2023 Oct 24, 2023	BUY	$157.33 - $174.39 $2.15 Million - $2.38 Million	13,655 Added 28.96%	60,810 $9.7 Billion
Q2 2023 Aug 03, 2023	BUY	$150.74 - $165.4 $811,282 - $890,182	5,382 Added 12.88%	47,155 $7.8 Billion
Q1 2023 May 09, 2023	BUY	$150.22 - $177.69 $714,145 - $844,738	4,754 Added 12.84%	41,773 $6.63 Billion
Q4 2022 Feb 14, 2023	BUY	$147.25 - $169.54 $5.45 Million - $6.28 Million	37,019 New	37,019 $5.88 Billion

Others Institutions Holding VBR

# of Institutions

1,543

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Grey Fox Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History