Angeles Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025

A detailed history of Angeles Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 854 shares of VBR stock, worth $175,462. This represents 0.01% of its overall portfolio holdings.

Number of Shares
854
Previous 1,130 24.42%
Holding current value
$175,462
Previous $220,000 19.09%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$195.41 - $212.37 $53,933 - $58,614
-276 Reduced 24.42%
854 $178,000
Q2 2025

Jul 29, 2025
BUY
$162.76 - $195.77 $162 - $195
1 Added 0.09%
1,130 $220,000
Q3 2024

Oct 29, 2024
SELL
$179.99 - $201.6 $152,811 - $171,158
-849 Reduced 42.92%
1,129 $226,000
Q4 2023

Feb 13, 2024
SELL
$149.18 - $181.94 $7,160 - $8,733
-48 Reduced 2.37%
1,978 $355,000
Q3 2023

Oct 27, 2023
BUY
$157.33 - $174.39 $7,551 - $8,370
48 Added 2.43%
2,026 $323,000
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $327,596 - $361,143
1,978 New
1,978 $348,000

Others Institutions Holding VBR

# of Institutions
1,804
Shares Held
91.7M
Call Options Held
70.1K
Put Options Held
8.2K
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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