Dopkins Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,671 shares of VBR stock, worth $534,787. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,671
Previous 2,994 10.79%
Holding current value
$534,787
Previous $546,000 1.83%
% of portfolio
0.45%
Previous 0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$179.99 - $201.6 $58,136 - $65,116
-323 Reduced 10.79%
2,671 $536,000
Q2 2024

Jul 30, 2024
BUY
$177.65 - $191.11 $6,750 - $7,262
38 Added 1.29%
2,994 $546,000
Q1 2024

May 03, 2024
BUY
$172.45 - $191.88 $25,005 - $27,822
145 Added 5.16%
2,956 $567,000
Q4 2023

Jan 25, 2024
SELL
$149.18 - $181.94 $21,631 - $26,381
-145 Reduced 4.91%
2,811 $505,000
Q3 2023

Nov 13, 2023
BUY
$157.33 - $174.39 $25,172 - $27,902
160 Added 5.72%
2,956 $471,000
Q2 2023

Aug 07, 2023
SELL
$150.74 - $165.4 $42,960 - $47,139
-285 Reduced 9.25%
2,796 $462,000
Q1 2023

May 05, 2023
BUY
$150.22 - $177.69 $2,403 - $2,843
16 Added 0.52%
3,081 $489,000
Q4 2022

Feb 07, 2023
BUY
$147.25 - $169.54 $2,945 - $3,390
20 Added 0.66%
3,065 $486,000
Q3 2022

Nov 01, 2022
BUY
$143.4 - $172.87 $2,007 - $2,420
14 Added 0.46%
3,045 $437,000
Q2 2022

Aug 01, 2022
BUY
$146.67 - $178.24 $1,906 - $2,317
13 Added 0.43%
3,031 $454,000
Q1 2022

Apr 18, 2022
BUY
$165.62 - $182.58 $1,656 - $1,825
10 Added 0.33%
3,018 $531,000
Q4 2021

Jan 18, 2022
BUY
$168.72 - $185.72 $507,509 - $558,645
3,008 New
3,008 $538,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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