My Personal Cfo, LLC Vanguard Small Cap Value ETF Transaction History

My Personal Cfo, LLC

$216 Million
Q4 2025

A detailed history of My Personal Cfo, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, My Personal Cfo, LLC holds 1,496 shares of VBR stock, worth $307,368. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,496

Previous 1,312 14.02%

Holding current value

$307,368

Previous $273,000 12.45%

% of portfolio

0.14%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$201.42 - $211.15 $37,061 - $38,851	184 Added 14.02%	1,496 $307,000
Q3 2025 Oct 20, 2025	SELL	$195.41 - $212.37 $45,139 - $49,057	-231 Reduced 14.97%	1,312 $273,000
Q2 2025 Jul 21, 2025	SELL	$162.76 - $195.77 $5,859 - $7,047	-36 Reduced 2.28%	1,543 $300,000
Q1 2025 Apr 23, 2025	BUY	$183.02 - $207.75 $8,235 - $9,348	45 Added 2.93%	1,579 $294,000
Q4 2024 Jan 24, 2025	BUY	$197.36 - $217.3 $1,381 - $1,521	7 Added 0.46%	1,534 $304,000

Q3 2024 Oct 21, 2024	SELL	$179.99 - $201.6 $128,332 - $143,740	-713 Reduced 31.83%	1,527 $306,000
Q2 2024 Jul 25, 2024	SELL	$177.65 - $191.11 $12,790 - $13,759	-72 Reduced 3.11%	2,240 $408,000
Q1 2024 Apr 24, 2024	BUY	$172.45 - $191.88 $1,034 - $1,151	6 Added 0.26%	2,312 $443,000
Q4 2023 Jan 22, 2024	BUY	$149.18 - $181.94 $87,867 - $107,162	589 Added 34.3%	2,306 $415,000
Q3 2023 Nov 06, 2023	BUY	$157.33 - $174.39 $629 - $697	4 Added 0.23%	1,717 $273,000
Q2 2023 Jul 12, 2023	BUY	$150.74 - $165.4 $602 - $661	4 Added 0.23%	1,713 $283,000
Q1 2023 Apr 21, 2023	BUY	$150.22 - $177.69 $600 - $710	4 Added 0.23%	1,709 $271,000
Q4 2022 Jan 11, 2023	BUY	$147.25 - $169.54 $251,061 - $289,065	1,705 New	1,705 $0

Others Institutions Holding VBR

# of Institutions

1,800

Shares Held

91.3M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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My Personal Cfo, LLC Vanguard Small Cap Value ETF Transaction History