Discipline Wealth Solutions, LLC Vanguard Small Cap Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 6,012 shares of VBR stock, worth $1.14 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
6,012
Previous 6,669 9.85%
Holding current value
$1.14 Million
Previous $1.34 Million 11.05%
% of portfolio
0.58%
Previous 0.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
SELL
$197.36 - $217.3 $129,665 - $142,766
-657 Reduced 9.85%
6,012 $1.19 Million
Q3 2024

Nov 19, 2024
BUY
$179.99 - $201.6 $307,422 - $344,332
1,708 Added 34.43%
6,669 $1.34 Million
Q2 2024

Aug 07, 2024
BUY
$177.65 - $191.11 $482,142 - $518,672
2,714 Added 120.78%
4,961 $905,000
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $206,595 - $229,872
-1,198 Reduced 34.78%
2,247 $431,000
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $513,925 - $626,783
3,445 New
3,445 $619,000

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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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