Golden State Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,348 shares of VBR stock, worth $276,960. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,348
Previous 1,347 0.07%
Holding current value
$276,960
Previous $263 Million 7.08%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
BUY
$195.41 - $212.37 $195 - $212
1 Added 0.07%
1,348 $281 Million
Q2 2025

Aug 06, 2025
SELL
$162.76 - $195.77 $39,225 - $47,180
-241 Reduced 15.18%
1,347 $263 Million
Q1 2025

Apr 24, 2025
SELL
$183.02 - $207.75 $290,635 - $329,907
-1,588 Reduced 50.0%
1,588 $296 Million
Q1 2025

Apr 23, 2025
BUY
$183.02 - $207.75 $277,458 - $314,949
1,516 Added 91.33%
3,176 $591,000
Q4 2024

Jan 28, 2025
BUY
$197.36 - $217.3 $55,852 - $61,495
283 Added 20.55%
1,660 $329 Million
Q1 2022

May 19, 2022
BUY
$165.62 - $182.58 $228,058 - $251,412
1,377 New
1,377 $242,000
Q1 2022

May 16, 2022
SELL
$165.62 - $182.58 $227,561 - $250,864
-1,374 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$168.72 - $185.72 $10,629 - $11,700
63 Added 4.81%
1,374 $246,000
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $213,247 - $230,382
1,311 New
1,311 $222,000
Q2 2020

Aug 11, 2020
SELL
$81.16 - $120.46 $77,751 - $115,400
-958 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$75.8 - $139.04 $72,616 - $133,200
958 New
958 $85,000

Others Institutions Holding VBR

# of Institutions
1,800
Shares Held
91.7M
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
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