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

Meritas Wealth Management, LLC

$166 Billion
Q4 2024

A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 5,481 shares of VBR stock, worth $1.09 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

5,481

Previous 5,480 0.02%

Holding current value

$1.09 Million

Previous $1.1 Billion 1.28%

% of portfolio

0.65%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$197.36 - $217.3 $197 - $217	1 Added 0.02%	5,481 $1.09 Billion
Q3 2024 Oct 03, 2024	SELL	$179.99 - $201.6 $6,119 - $6,854	-34 Reduced 0.62%	5,480 $1.1 Billion
Q2 2024 Jul 24, 2024	SELL	$177.65 - $191.11 $3,020 - $3,248	-17 Reduced 0.31%	5,514 $1.01 Billion
Q1 2024 Apr 17, 2024	SELL	$172.45 - $191.88 $6,208 - $6,907	-36 Reduced 0.65%	5,531 $1.06 Billion
Q4 2023 Jan 10, 2024	BUY	$149.18 - $181.94 $447 - $545	3 Added 0.05%	5,567 $1 Billion
Q3 2023 Oct 24, 2023	SELL	$157.33 - $174.39 $4,090 - $4,534	-26 Reduced 0.47%	5,564 $887 Million
Q1 2023 Sep 05, 2023	SELL	$150.22 - $177.69 $4,957 - $5,863	-33 Reduced 0.59%	5,590 $887 Million
Q4 2022 Sep 05, 2023	BUY	$147.25 - $169.54 $827,986 - $953,323	5,623 New	5,623 $893 Million

Others Institutions Holding VBR

# of Institutions

1,696

Shares Held

100M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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