Core Wealth Partners LLC Vanguard Small Cap Value ETF Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 1,073 shares of VBR stock, worth $220,458. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,073
Previous 1,073 -0.0%
Holding current value
$220,458
Previous $209 Million 7.03%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$162.76 - $195.77 $174,641 - $210,061
1,073 New
1,073 $209 Million
Q3 2024

Nov 04, 2024
BUY
$179.99 - $201.6 $193,129 - $216,316
1,073 New
1,073 $215 Million
Q1 2024

Apr 19, 2024
BUY
$172.45 - $191.88 $185,038 - $205,887
1,073 New
1,073 $206 Million

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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