Family Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 50,041 shares of VBR stock, worth $9.9 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
50,041
Previous 47,563 5.21%
Holding current value
$9.9 Million
Previous $9.55 Billion 3.85%
% of portfolio
4.71%
Previous 4.89%

Shares

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

Jan 14, 2025
BUY
$197.36 - $217.3 $489,058 - $538,469
2,478 Added 5.21%
50,041 $9.92 Billion
Q3 2024

Oct 09, 2024
SELL
$179.99 - $201.6 $201,588 - $225,792
-1,120 Reduced 2.3%
47,563 $9.55 Billion
Q2 2024

Jul 10, 2024
BUY
$177.65 - $191.11 $722,147 - $776,862
4,065 Added 9.11%
48,683 $8.89 Billion
Q1 2024

Apr 16, 2024
SELL
$172.45 - $191.88 $608,403 - $676,952
-3,528 Reduced 7.33%
44,618 $8.56 Billion
Q4 2023

Mar 20, 2024
BUY
$149.18 - $181.94 $7.18 Million - $8.76 Million
48,146 New
48,146 $8.66 Billion

Others Institutions Holding VBR

# of Institutions
1,701
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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