Concord Wealth Partners Vanguard Small Cap Value ETF Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Concord Wealth Partners holds 1 shares of VBR stock, worth $205. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$205

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$162.76 - $195.77 $5,696 - $6,851	-35 Reduced 97.22%	1 $0
Q2 2024 Jul 31, 2024	BUY	$177.65 - $191.11 $177 - $191	1 Added 2.86%	36 $6,000
Q2 2023 Aug 07, 2023	SELL	$150.74 - $165.4 $904 - $992	-6 Reduced 14.63%	35 $5,000
Q4 2022 Jan 27, 2023	BUY	$147.25 - $169.54 $6,037 - $6,951	41 New	41 $6,000
Q2 2022 Aug 04, 2022	BUY	$146.67 - $178.24 $440 - $534	3 Added 7.32%	44 $7,000

Q4 2021 Jan 21, 2022	BUY	$168.72 - $185.72 $1,012 - $1,114	6 Added 17.14%	41 $7,000
Q3 2021 Nov 09, 2021	SELL	$162.66 - $175.73 $11,548 - $12,476	-71 Reduced 66.98%	35 $6,000
Q2 2021 Jul 29, 2021	SELL	$166.46 - $180.76 $6,658 - $7,230	-40 Reduced 27.4%	106 $18,000
Q1 2021 May 13, 2021	SELL	$139.89 - $172.72 $1,818 - $2,245	-13 Reduced 8.18%	146 $24,000
Q4 2020 Feb 16, 2021	BUY	$111.89 - $142.79 $17,790 - $22,703	159 New	159 $23,000

Others Institutions Holding VBR

# of Institutions

1,798

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Vanguard Small Cap Value ETF Transaction History