Fiduciary Financial Group, LLC Vanguard Small Cap Value ETF Transaction History

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 15,937 shares of VBR stock, worth $2.78 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
15,937
Previous 16,546 3.68%
Holding current value
$2.78 Million
Previous $3.23 Billion 16.44%
% of portfolio
0.59%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$183.02 - $207.75 $111,459 - $126,519
-609 Reduced 3.68%
15,937 $2.7 Billion
Q4 2024

Jan 13, 2025
BUY
$197.36 - $217.3 $157,493 - $173,405
798 Added 5.07%
16,546 $3.23 Billion
Q3 2024

Oct 09, 2024
BUY
$179.99 - $201.6 $123,833 - $138,700
688 Added 4.57%
15,748 $3.12 Billion
Q2 2024

Jul 17, 2024
BUY
$177.65 - $191.11 $2.68 Million - $2.88 Million
15,060 New
15,060 $2.95 Billion

Others Institutions Holding VBR

# of Institutions
1,703
Shares Held
96.1M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Fiduciary Financial Group, LLC Portfolio

Follow Fiduciary Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Fiduciary Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email