Discipline Wealth Solutions, LLC Vanguard Small Cap Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 21,662 shares of VBR stock, worth $4.45 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
21,662
Previous 13,118 65.13%
Holding current value
$4.45 Million
Previous $2.56 Million 76.74%
% of portfolio
1.28%
Previous 1.04%

Shares

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

Oct 21, 2025
BUY
$195.41 - $212.37 $1.67 Million - $1.81 Million
8,544 Added 65.13%
21,662 $4.52 Million
Q2 2025

Jul 07, 2025
BUY
$162.76 - $195.77 $1.31 Million - $1.57 Million
8,026 Added 157.62%
13,118 $2.56 Million
Q1 2025

Apr 29, 2025
SELL
$183.02 - $207.75 $168,378 - $191,130
-920 Reduced 15.3%
5,092 $948,000
Q4 2024

Feb 26, 2025
SELL
$197.36 - $217.3 $129,665 - $142,766
-657 Reduced 9.85%
6,012 $1.19 Million
Q3 2024

Nov 19, 2024
BUY
$179.99 - $201.6 $307,422 - $344,332
1,708 Added 34.43%
6,669 $1.34 Million
Q2 2024

Aug 07, 2024
BUY
$177.65 - $191.11 $482,142 - $518,672
2,714 Added 120.78%
4,961 $905,000
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $206,595 - $229,872
-1,198 Reduced 34.78%
2,247 $431,000
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $513,925 - $626,783
3,445 New
3,445 $619,000

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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