Iron Horse Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 49,914 shares of VBR stock, worth $10.2 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
49,914
Previous 48,581 2.74%
Holding current value
$10.2 Million
Previous $9.75 Million 1.4%
% of portfolio
3.59%
Previous 3.61%

Shares

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

Jan 27, 2025
BUY
$197.36 - $217.3 $263,080 - $289,660
1,333 Added 2.74%
49,914 $9.89 Million
Q3 2024

Oct 22, 2024
BUY
$179.99 - $201.6 $316,242 - $354,211
1,757 Added 3.75%
48,581 $9.75 Million
Q2 2024

Jul 22, 2024
BUY
$177.65 - $191.11 $229,879 - $247,296
1,294 Added 2.84%
46,824 $8.55 Million
Q1 2024

Apr 17, 2024
BUY
$172.45 - $191.88 $300,580 - $334,446
1,743 Added 3.98%
45,530 $8.74 Million
Q4 2023

Jan 22, 2024
BUY
$149.18 - $181.94 $207,807 - $253,442
1,393 Added 3.29%
43,787 $7.88 Million
Q3 2023

Oct 18, 2023
BUY
$157.33 - $174.39 $225,925 - $250,424
1,436 Added 3.51%
42,394 $6.76 Million
Q2 2023

Aug 01, 2023
BUY
$150.74 - $165.4 $507,692 - $557,067
3,368 Added 8.96%
40,958 $6.77 Million
Q1 2023

May 01, 2023
BUY
$150.22 - $177.69 $207,453 - $245,389
1,381 Added 3.81%
37,590 $5.97 Million
Q4 2022

Jan 19, 2023
BUY
$147.25 - $169.54 $3.15 Million - $3.63 Million
21,423 Added 144.89%
36,209 $5.75 Million
Q3 2022

Oct 12, 2022
SELL
$143.4 - $172.87 $2.83 Million - $3.41 Million
-19,721 Reduced 57.15%
14,786 $2.12 Million
Q2 2022

Aug 04, 2022
BUY
$146.67 - $178.24 $432,969 - $526,164
2,952 Added 9.36%
34,507 $5.17 Million
Q1 2022

Apr 11, 2022
BUY
$165.62 - $182.58 $296,128 - $326,453
1,788 Added 6.01%
31,555 $5.55 Million
Q4 2021

Jan 19, 2022
BUY
$168.72 - $185.72 $251,392 - $276,722
1,490 Added 5.27%
29,767 $5.32 Million
Q3 2021

Oct 06, 2021
BUY
$162.66 - $175.73 $391,847 - $423,333
2,409 Added 9.31%
28,277 $4.79 Million
Q2 2021

Jul 23, 2021
BUY
$166.46 - $180.76 $208,574 - $226,492
1,253 Added 5.09%
25,868 $4.49 Million
Q1 2021

Apr 13, 2021
BUY
$139.89 - $172.72 $161,852 - $199,837
1,157 Added 4.93%
24,615 $4.08 Million
Q4 2020

Jan 14, 2021
BUY
$111.89 - $142.79 $2.62 Million - $3.35 Million
23,458 New
23,458 $3.34 Million

Others Institutions Holding VBR

# of Institutions
1,590
Shares Held
93.7M
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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