Accel Wealth Management Vanguard Small Cap Value ETF Transaction History

Accel Wealth Management

  • $257 Million
  • Q4 2024

A detailed history of Accel Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Accel Wealth Management holds 1,515 shares of VBR stock, worth $300,015. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,515
Previous 1,193 26.99%
Holding current value
$300,015
Previous $239,000 25.52%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Jan 21, 2025
BUY
$197.36 - $217.3 $63,549 - $69,970
322 Added 26.99%
1,515 $300,000
Q3 2024

Oct 15, 2024
BUY
$179.99 - $201.6 $14,759 - $16,531
82 Added 7.38%
1,193 $239,000
Q2 2024

Jul 12, 2024
SELL
$177.65 - $191.11 $82,074 - $88,292
-462 Reduced 29.37%
1,111 $202,000
Q4 2023

Jan 18, 2024
BUY
$149.18 - $181.94 $22,377 - $27,291
150 Added 10.54%
1,573 $283,000
Q2 2023

Jul 24, 2023
BUY
$150.74 - $165.4 $196,414 - $215,516
1,303 Added 1085.83%
1,423 $235,000
Q4 2021

Jan 18, 2022
SELL
$168.72 - $185.72 $3,205 - $3,528
-19 Reduced 13.67%
120 $21,000
Q4 2020

Jan 27, 2021
BUY
$111.89 - $142.79 $15,552 - $19,847
139 New
139 $20,000

Others Institutions Holding VBR

# of Institutions
1,696
Shares Held
100M
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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