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

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 2,760 shares of VBR stock, worth $567,069. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,760
Previous 2,743 0.62%
Holding current value
$567,069
Previous $534,000 7.87%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 17, 2025
BUY
$195.41 - $212.37 $3,321 - $3,610
17 Added 0.62%
2,760 $576,000
Q2 2025

Jul 30, 2025
SELL
$162.76 - $195.77 $3,417 - $4,111
-21 Reduced 0.76%
2,743 $534,000
Q1 2025

Apr 28, 2025
BUY
$183.02 - $207.75 $315,160 - $357,745
1,722 Added 165.26%
2,764 $514,000
Q4 2024

Jan 24, 2025
BUY
$197.36 - $217.3 $197 - $217
1 Added 0.1%
1,042 $206,000
Q3 2024

Oct 30, 2024
BUY
$179.99 - $201.6 $187,369 - $209,865
1,041 New
1,041 $209,000
Q1 2024

May 14, 2024
SELL
$172.45 - $191.88 $87,604 - $97,475
-508 Reduced 28.91%
1,249 $239,000
Q4 2023

May 14, 2024
SELL
$149.18 - $181.94 $4,027 - $4,912
-27 Reduced 1.51%
1,757 $316,000
Q3 2023

Nov 14, 2023
SELL
$157.33 - $174.39 $22,183 - $24,588
-141 Reduced 7.32%
1,784 $284,000
Q2 2023

Jul 12, 2023
SELL
$150.74 - $165.4 $7,235 - $7,939
-48 Reduced 2.43%
1,925 $318,000
Q1 2023

Apr 24, 2023
SELL
$150.22 - $177.69 $7,961 - $9,417
-53 Reduced 2.62%
1,973 $313,000
Q4 2022

Jan 19, 2023
BUY
$147.25 - $169.54 $55,807 - $64,255
379 Added 23.01%
2,026 $0
Q3 2022

Oct 24, 2022
BUY
$143.4 - $172.87 $236,179 - $284,716
1,647 New
1,647 $236,000

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
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email