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

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 2025

A detailed history of Atticus Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 2,484 shares of VBR stock, worth $510,362. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,484
Previous 2,464 0.81%
Holding current value
$510,362
Previous $480,000 7.92%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 07, 2025
BUY
$195.41 - $212.37 $3,908 - $4,247
20 Added 0.81%
2,484 $518,000
Q1 2025

Apr 22, 2025
SELL
$183.02 - $207.75 $36,420 - $41,342
-199 Reduced 7.47%
2,464 $459,000
Q4 2024

Jan 22, 2025
BUY
$197.36 - $217.3 $2,368 - $2,607
12 Added 0.45%
2,663 $527,000
Q3 2024

Oct 15, 2024
BUY
$179.99 - $201.6 $3,959 - $4,435
22 Added 0.84%
2,651 $532,000
Q2 2024

Jul 17, 2024
SELL
$177.65 - $191.11 $101,615 - $109,314
-572 Reduced 17.87%
2,629 $479,000
Q1 2024

Apr 17, 2024
SELL
$172.45 - $191.88 $49,148 - $54,685
-285 Reduced 8.18%
3,201 $614,000
Q4 2023

Jan 17, 2024
SELL
$149.18 - $181.94 $174,540 - $212,869
-1,170 Reduced 25.13%
3,486 $627,000
Q3 2023

Nov 15, 2023
SELL
$157.33 - $174.39 $9,282 - $10,289
-59 Reduced 1.25%
4,656 $742,000
Q2 2023

Jul 20, 2023
SELL
$150.74 - $165.4 $22,460 - $24,644
-149 Reduced 3.06%
4,715 $779,000
Q1 2023

Apr 17, 2023
SELL
$150.22 - $177.69 $203,998 - $241,303
-1,358 Reduced 21.83%
4,864 $772,000
Q4 2022

Jan 31, 2023
SELL
$147.25 - $169.54 $184,651 - $212,603
-1,254 Reduced 16.77%
6,222 $988,000
Q2 2022

Jul 13, 2022
BUY
$146.67 - $178.24 $674,828 - $820,082
4,601 Added 160.03%
7,476 $1.12 Million
Q1 2022

Apr 15, 2022
BUY
$165.62 - $182.58 $81,319 - $89,646
491 Added 20.6%
2,875 $506,000
Q4 2021

Jan 26, 2022
SELL
$168.72 - $185.72 $843 - $928
-5 Reduced 0.21%
2,384 $426,000
Q2 2021

Jul 21, 2021
SELL
$166.46 - $180.76 $58,094 - $63,085
-349 Reduced 12.75%
2,389 $415,000
Q1 2021

Apr 15, 2021
SELL
$139.89 - $172.72 $7,973 - $9,845
-57 Reduced 2.04%
2,738 $453,000
Q4 2020

Jan 20, 2021
BUY
$111.89 - $142.79 $253,990 - $324,133
2,270 Added 432.38%
2,795 $397,000
Q3 2020

Oct 21, 2020
SELL
$102.46 - $117.9 $21,516 - $24,759
-210 Reduced 28.57%
525 $58,000
Q2 2020

Jul 15, 2020
SELL
$81.16 - $120.46 $21,913 - $32,524
-270 Reduced 26.87%
735 $79,000
Q4 2019

Feb 03, 2020
BUY
$123.74 - $138.15 $124,358 - $138,840
1,005 New
1,005 $138,000

Others Institutions Holding VBR

# of Institutions
1,796
Shares Held
91.8M
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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