Geo Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 35,017 shares of VBR stock, worth $7.04 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
35,017
Previous 41,520 15.66%
Holding current value
$7.04 Million
Previous $7.58 Million 7.23%
% of portfolio
0.26%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$179.99 - $201.6 $1.17 Million - $1.31 Million
-6,503 Reduced 15.66%
35,017 $7.03 Million
Q2 2024

Aug 12, 2024
BUY
$177.65 - $191.11 $144,784 - $155,754
815 Added 2.0%
41,520 $7.58 Million
Q1 2024

May 15, 2024
BUY
$172.45 - $191.88 $7.02 Million - $7.81 Million
40,705 New
40,705 $7.81 Million
Q4 2019

Feb 13, 2020
SELL
$123.74 - $138.15 $359,464 - $401,325
-2,905 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$128.22 - $131.67 $372,479 - $382,501
2,905 New
2,905 $374,000

Others Institutions Holding VBR

# of Institutions
1,646
Shares Held
100M
Call Options Held
53.2K
Put Options Held
18.8K
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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