Confluence Wealth Services, Inc. Vanguard Small Cap Value ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,033 shares of VBR stock, worth $417,700. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,033
Previous 1,920 5.89%
Holding current value
$417,700
Previous $374,000 13.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2025
BUY
$195.41 - $212.37 $22,081 - $23,997
113 Added 5.89%
2,033 $424,000
Q2 2025

Jul 22, 2025
BUY
$162.76 - $195.77 $95,377 - $114,721
586 Added 43.93%
1,920 $374,000
Q1 2025

Apr 24, 2025
BUY
$183.02 - $207.75 $244,148 - $277,138
1,334 New
1,334 $248,000
Q1 2022

Apr 26, 2022
SELL
$165.62 - $182.58 $68,069 - $75,040
-411 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$168.72 - $185.72 $69,343 - $76,330
411 New
411 $73,000

Others Institutions Holding VBR

# of Institutions
1,794
Shares Held
91.2M
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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