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

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 47,984 shares of VBR stock, worth $9.61 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
47,984
Previous 48,479 1.02%
Holding current value
$9.61 Million
Previous $8.85 Million 8.88%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 15, 2024
SELL
$179.99 - $201.6 $89,095 - $99,792
-495 Reduced 1.02%
47,984 $9.63 Million
Q2 2024

Jul 26, 2024
BUY
$177.65 - $191.11 $7,638 - $8,217
43 Added 0.09%
48,479 $8.85 Million
Q1 2024

Apr 30, 2024
SELL
$172.45 - $191.88 $43,284 - $48,161
-251 Reduced 0.52%
48,436 $9.29 Million
Q4 2023

Jan 16, 2024
BUY
$149.18 - $181.94 $574,044 - $700,105
3,848 Added 8.58%
48,687 $8.76 Million
Q3 2023

Oct 13, 2023
BUY
$157.33 - $174.39 $340,934 - $377,903
2,167 Added 5.08%
44,839 $7.15 Million
Q2 2023

Jul 13, 2023
SELL
$150.74 - $165.4 $55,170 - $60,536
-366 Reduced 0.85%
42,672 $7.06 Million
Q1 2023

Apr 13, 2023
BUY
$150.22 - $177.69 $504,288 - $596,505
3,357 Added 8.46%
43,038 $6.83 Million
Q4 2022

Jan 20, 2023
SELL
$147.25 - $169.54 $171,546 - $197,514
-1,165 Reduced 2.85%
39,681 $0
Q3 2022

Oct 19, 2022
SELL
$143.4 - $172.87 $909,012 - $1.1 Million
-6,339 Reduced 13.43%
40,846 $5.86 Million
Q2 2022

Jul 15, 2022
SELL
$146.67 - $178.24 $69,521 - $84,485
-474 Reduced 0.99%
47,185 $7.07 Million
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $3.13 Million - $3.45 Million
18,891 Added 65.67%
47,659 $8.39 Million
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $4.85 Million - $5.34 Million
28,768 New
28,768 $5.15 Million

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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