Destiny Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Destiny Wealth Partners, LLC

$759 Million
Q3 2025

A detailed history of Destiny Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 3,282 shares of VBR stock, worth $674,319. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,282

Previous 3,194 2.76%

Holding current value

$674,319

Previous $622,000 9.97%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$195.41 - $212.37 $17,196 - $18,688	88 Added 2.76%	3,282 $684,000
Q2 2025 Jul 16, 2025	BUY	$162.76 - $195.77 $301,594 - $362,761	1,853 Added 138.18%	3,194 $622,000
Q4 2024 Jan 23, 2025	BUY	$197.36 - $217.3 $29,801 - $32,812	151 Added 12.69%	1,341 $265,000
Q2 2024 Jul 25, 2024	SELL	$177.65 - $191.11 $155,088 - $166,839	-873 Reduced 42.32%	1,190 $217,000
Q1 2023 Apr 26, 2023	BUY	$150.22 - $177.69 $20,279 - $23,988	135 Added 7.0%	2,063 $327,000

Q4 2022 Jan 26, 2023	BUY	$147.25 - $169.54 $26,799 - $30,856	182 Added 10.42%	1,928 $0
Q1 2022 Apr 21, 2022	BUY	$165.62 - $182.58 $95,728 - $105,531	578 Added 49.49%	1,746 $307,000
Q4 2021 Jan 20, 2022	BUY	$168.72 - $185.72 $97,520 - $107,346	578 Added 97.97%	1,168 $209,000
Q3 2021 Oct 28, 2021	BUY	$162.66 - $175.73 $95,969 - $103,680	590 New	590 $100,000

Others Institutions Holding VBR

# of Institutions

1,800

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 Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.

Account

Destiny Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History