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

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,613 shares of VBR stock, worth $318,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,613

Previous 1,373 17.48%

Holding current value

$318,873

Previous $275,000 16.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$197.36 - $217.3 $47,366 - $52,152	240 Added 17.48%	1,613 $319,000
Q3 2024 Nov 14, 2024	BUY	$179.99 - $201.6 $247,126 - $276,796	1,373 New	1,373 $275,000
Q1 2024 Apr 19, 2024	BUY	$172.45 - $191.88 $184,693 - $205,503	1,071 New	1,071 $205,000
Q1 2023 Apr 26, 2023	SELL	$150.22 - $177.69 $18,176 - $21,500	-121 Reduced 8.49%	1,304 $207,000
Q4 2022 Feb 02, 2023	SELL	$147.25 - $169.54 $3,681 - $4,238	-25 Reduced 1.72%	1,425 $226,000
Q3 2022 Oct 13, 2022	SELL	$143.4 - $172.87 $2,437 - $2,938	-17 Reduced 1.16%	1,450 $208,000
Q2 2022 Jul 22, 2022	BUY	$146.67 - $178.24 $215,164 - $261,478	1,467 New	1,467 $220,000
Q3 2021 Oct 14, 2021	SELL	$162.66 - $175.73 $237,971 - $257,092	-1,463 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$166.46 - $180.76 $243,530 - $264,451	1,463 New	1,463 $254,000

Others Institutions Holding VBR

# of Institutions

1,696

Shares Held

100M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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