A detailed history of Guardian Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,410 shares of VBR stock, worth $280,604. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,410
Previous 1,424 0.98%
Holding current value
$280,604
Previous $259,000 9.27%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$179.99 - $201.6 $2,519 - $2,822
-14 Reduced 0.98%
1,410 $283,000
Q2 2024

Aug 14, 2024

SELL
$177.65 - $191.11 $36,595 - $39,368
-206 Reduced 12.64%
1,424 $259,000
Q1 2024

May 15, 2024

SELL
$172.45 - $191.88 $91,915 - $102,272
-533 Reduced 24.64%
1,630 $312,000
Q4 2023

Feb 14, 2024

BUY
$149.18 - $181.94 $3,132 - $3,820
21 Added 0.98%
2,163 $389,000
Q3 2023

Nov 14, 2023

BUY
$157.33 - $174.39 $68,753 - $76,208
437 Added 25.63%
2,142 $341,000
Q2 2023

Aug 14, 2023

BUY
$150.74 - $165.4 $92,403 - $101,390
613 Added 56.14%
1,705 $282,000
Q1 2023

May 15, 2023

BUY
$150.22 - $177.69 $75,410 - $89,200
502 Added 85.08%
1,092 $173,000
Q4 2022

Feb 14, 2023

BUY
$147.25 - $169.54 $86,877 - $100,028
590 New
590 $93,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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