Goal Vest Advisory LLC Vanguard Small Cap Value ETF Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 34 shares of VBR stock, worth $6,222. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34
Holding current value
$6,222
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$197.36 - $217.3 $6,710 - $7,388
34 New
34 $6,000
Q3 2023

Oct 10, 2023
BUY
$157.33 - $174.39 $4,405 - $4,882
28 New
28 $4,000
Q3 2022

Oct 11, 2022
BUY
$143.4 - $172.87 $5,162 - $6,223
36 New
36 $5,000
Q2 2022

Jul 06, 2022
SELL
$146.67 - $178.24 $13,200 - $16,041
-90 Closed
0 $0
Q2 2021

Sep 01, 2021
BUY
$166.46 - $180.76 $14,981 - $16,268
90 New
90 $16,000
Q1 2021

May 13, 2021
SELL
$139.89 - $172.72 $8,813 - $10,881
-63 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$111.89 - $142.79 $7,049 - $8,995
63 New
63 $9,000

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
96.2M
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
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