Epg Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 12 shares of VBR stock, worth $2,465. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 12 -0.0%
Holding current value
$2,465
Previous $2.34 Million 7.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2025
SELL
$162.76 - $195.77 $10,091 - $12,137
-62 Reduced 83.78%
12 $2.34 Million
Q1 2025

May 13, 2025
BUY
$183.02 - $207.75 $183 - $207
1 Added 1.37%
74 $13.7 Million
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $12,038 - $13,255
61 Added 508.33%
73 $14.5 Million
Q3 2024

Nov 13, 2024
BUY
$179.99 - $201.6 $2,159 - $2,419
12 New
12 $2.41 Million
Q2 2024

Aug 13, 2024
SELL
$177.65 - $191.11 $2,131 - $2,293
-12 Closed
0 $0
Q2 2023

Aug 15, 2023
SELL
$150.74 - $165.4 $10,853 - $11,908
-72 Reduced 85.71%
12 $1,000
Q1 2023

May 15, 2023
BUY
$150.22 - $177.69 $12,618 - $14,925
84 New
84 $13,000
Q2 2020

Aug 06, 2020
SELL
$81.16 - $120.46 $196,975 - $292,356
-2,427 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$75.8 - $139.04 $100,435 - $184,228
-1,325 Reduced 35.31%
2,427 $216,000
Q4 2019

Feb 14, 2020
BUY
$123.74 - $138.15 $464,272 - $518,338
3,752 New
3,752 $514,000

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

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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