Axim Planning & Wealth Vanguard Small Cap Value ETF Transaction History

Axim Planning & Wealth

  • $122 Million
  • Q3 2025

A detailed history of Axim Planning & Wealth transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 1,272 shares of VBR stock, worth $261,345. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,272
Previous 1,308 2.75%
Holding current value
$261,345
Previous $255,000 3.92%
% of portfolio
0.22%
Previous 0.24%

Shares

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

Nov 05, 2025
SELL
$195.41 - $212.37 $7,034 - $7,645
-36 Reduced 2.75%
1,272 $265,000
Q2 2025

Aug 05, 2025
SELL
$162.76 - $195.77 $40,690 - $48,942
-250 Reduced 16.05%
1,308 $255,000
Q1 2025

May 13, 2025
BUY
$183.02 - $207.75 $10,981 - $12,465
60 Added 4.01%
1,558 $290,000
Q4 2024

Feb 11, 2025
BUY
$197.36 - $217.3 $295,645 - $325,515
1,498 New
1,498 $296,000

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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