A detailed history of Meridian Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 52,233 shares of VBR stock, worth $10.4 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
52,233
Holding current value
$10.4 Million
% of portfolio
0.52%

Shares

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

Nov 12, 2024

BUY
$179.99 - $201.6 $9.4 Million - $10.5 Million
52,233 New
52,233 $10.5 Million
Q4 2023

Feb 08, 2024

BUY
$149.18 - $181.94 $790,355 - $963,918
5,298 Added 14.12%
42,817 $7.71 Million
Q3 2023

Oct 17, 2023

BUY
$157.33 - $174.39 $563,556 - $624,664
3,582 Added 10.55%
37,519 $5.98 Million
Q2 2023

Aug 02, 2023

BUY
$150.74 - $165.4 $384,537 - $421,935
2,551 Added 8.13%
33,937 $5.61 Million
Q1 2023

May 12, 2023

BUY
$150.22 - $177.69 $3.33 Million - $3.94 Million
22,177 Added 240.82%
31,386 $4.98 Million
Q4 2022

Feb 13, 2023

SELL
$147.25 - $169.54 $34,898 - $40,180
-237 Reduced 2.51%
9,209 $1.46 Million
Q3 2022

Nov 14, 2022

SELL
$143.4 - $172.87 $744,102 - $897,022
-5,189 Reduced 35.46%
9,446 $1.36 Million
Q2 2022

Aug 05, 2022

BUY
$146.67 - $178.24 $1.7 Million - $2.07 Million
11,608 Added 383.48%
14,635 $2.19 Million
Q1 2022

May 12, 2022

BUY
$165.62 - $182.58 $993 - $1,095
6 Added 0.2%
3,027 $533,000
Q4 2021

Jan 27, 2022

BUY
$168.72 - $185.72 $2,024 - $2,228
12 Added 0.4%
3,021 $540,000
Q3 2021

Oct 15, 2021

BUY
$162.66 - $175.73 $1,138 - $1,230
7 Added 0.23%
3,009 $509,000
Q2 2021

Jul 22, 2021

SELL
$166.46 - $180.76 $2,163 - $2,349
-13 Reduced 0.43%
3,002 $521,000
Q1 2021

May 07, 2021

SELL
$139.89 - $172.72 $15,947 - $19,690
-114 Reduced 3.64%
3,015 $499,000
Q4 2020

Jan 19, 2021

BUY
$111.89 - $142.79 $81,120 - $103,522
725 Added 30.16%
3,129 $444,000
Q3 2020

Oct 09, 2020

SELL
$102.46 - $117.9 $5,225 - $6,012
-51 Reduced 2.08%
2,404 $265,000
Q2 2020

Jul 15, 2020

BUY
$81.16 - $120.46 $8,034 - $11,925
99 Added 4.2%
2,455 $262,000
Q1 2020

Apr 16, 2020

SELL
$75.8 - $139.04 $20,238 - $37,123
-267 Reduced 10.18%
2,356 $209,000
Q4 2019

Jan 09, 2020

SELL
$123.74 - $138.15 $1,608 - $1,795
-13 Reduced 0.49%
2,623 $359,000
Q3 2019

Nov 08, 2019

BUY
$128.22 - $131.67 $81,547 - $83,742
636 Added 31.8%
2,636 $340,000
Q2 2019

Jul 19, 2019

BUY
N/A
358 Added 21.8%
2,000 $2.61 Million
Q1 2019

May 15, 2019

BUY
N/A
1,642 New
1,642 $2.11 Million
Q3 2018

Oct 19, 2018

SELL
N/A
-1,739 Closed
0 $0
Q2 2018

Aug 06, 2018

BUY
N/A
3 Added 0.17%
1,739 $236,000
Q1 2018

May 08, 2018

BUY
N/A
28 Added 1.64%
1,736 $225,000
Q4 2017

Jan 30, 2018

BUY
N/A
16 Added 0.95%
1,708 $227,000
Q3 2017

Oct 31, 2017

BUY
N/A
1,692
1,692 $218,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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