Sagace Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Sagace Wealth Management LLC

$147 Billion
Q3 2025

A detailed history of Sagace Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 4,642 shares of VBR stock, worth $953,745. This represents 0.66% of its overall portfolio holdings.

Number of Shares

4,642

Previous 3,241 43.23%

Holding current value

$953,745

Previous $632 Million 53.29%

% of portfolio

0.66%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$195.41 - $212.37 $273,769 - $297,530	1,401 Added 43.23%	4,642 $969 Million
Q2 2025 Jul 28, 2025	SELL	$162.76 - $195.77 $204,263 - $245,691	-1,255 Reduced 27.91%	3,241 $632 Million
Q1 2025 Apr 15, 2025	SELL	$183.02 - $207.75 $21,413 - $24,306	-117 Reduced 2.54%	4,496 $838 Million
Q4 2024 Jan 14, 2025	SELL	$197.36 - $217.3 $508,399 - $559,764	-2,576 Reduced 35.83%	4,613 $914 Million
Q3 2024 Oct 15, 2024	BUY	$179.99 - $201.6 $102,594 - $114,912	570 Added 8.61%	7,189 $1.45 Billion

Q2 2024 Jul 23, 2024	BUY	$177.65 - $191.11 $1.18 Million - $1.26 Million	6,619 New	6,619 $1.28 Billion

Others Institutions Holding VBR

# of Institutions

1,793

Shares Held

91.3M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Sagace Wealth Management LLC Vanguard Small Cap Value ETF Transaction History