Encompass Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,018 shares of VBR stock, worth $209,158. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,018
Holding current value
$209,158
% of portfolio
0.07%

Shares

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

Oct 22, 2025
BUY
$195.41 - $212.37 $198,927 - $216,192
1,018 New
1,018 $212,000
Q1 2021

May 25, 2021
SELL
$139.89 - $172.72 $27,838 - $34,371
-199 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$111.89 - $142.79 $22,266 - $28,415
199 New
199 $28,000

Others Institutions Holding VBR

# of Institutions
1,797
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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