Estate Counselors, LLC Vanguard Small Cap Value ETF Transaction History

Estate Counselors, LLC

$373 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$157.33 - $174.39 $9.25 Million - $10.3 Million	-58,795 Reduced 52.37%	53,475 $8.53 Million
Q2 2023 Jul 31, 2023	SELL	$150.74 - $165.4 $447,697 - $491,238	-2,970 Reduced 2.58%	112,270 $18.6 Million
Q1 2023 May 04, 2023	BUY	$150.22 - $177.69 $8.62 Million - $10.2 Million	57,390 Added 99.2%	115,240 $18.3 Million
Q4 2022 Feb 08, 2023	BUY	$147.25 - $169.54 $8.28 Million - $9.53 Million	56,210 Added 3427.44%	57,850 $9.19 Million
Q3 2022 Nov 04, 2022	SELL	$143.4 - $172.87 $9.72 Million - $11.7 Million	-67,750 Reduced 97.64%	1,640 $235,000
Q2 2022 Aug 03, 2022	BUY	$146.67 - $178.24 $1.97 Million - $2.4 Million	13,445 Added 24.03%	69,390 $10.4 Million
Q1 2022 May 09, 2022	BUY	$165.62 - $182.58 $8.93 Million - $9.85 Million	53,945 Added 2697.25%	55,945 $9.84 Million
Q4 2021 Feb 14, 2022	BUY	$168.72 - $185.72 $337,440 - $371,440	2,000 New	2,000 $357,000
Q3 2021 Nov 03, 2021	SELL	$162.66 - $175.73 $16.9 Million - $18.3 Million	-104,175 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$166.46 - $180.76 $6.96 Million - $7.56 Million	41,825 Added 67.08%	104,175 $18.1 Million
Q1 2021 May 06, 2021	BUY	$139.89 - $172.72 $8.72 Million - $10.8 Million	62,350 New	62,350 $10.3 Million

Others Institutions Holding VBR

# of Institutions

1,543

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.