Marshall & Sterling Wealth Advisors Inc. Vanguard Small Cap Value ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 47 shares of VBR stock, worth $9,656. This represents 0.01% of its overall portfolio holdings.

Number of Shares
47
Previous 94 50.0%
Holding current value
$9,656
Previous $18.3 Million 46.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
SELL
$195.41 - $212.37 $9,184 - $9,981
-47 Reduced 50.0%
47 $9.74 Million
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $18,551 - $20,426
94 New
94 $18.4 Million

Others Institutions Holding VBR

# of Institutions
1,798
Shares Held
91.3M
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email