Old North State Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Old North State Wealth Management, LLC

  • $214 Billion
  • Q3 2025

A detailed history of Old North State Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 1,816 shares of VBR stock, worth $373,115. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,816
Previous 1,879 3.35%
Holding current value
$373,115
Previous $367 Million 3.48%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 17, 2025
SELL
$195.41 - $212.37 $12,310 - $13,379
-63 Reduced 3.35%
1,816 $380 Million
Q2 2025

Jul 16, 2025
BUY
$162.76 - $195.77 $305,826 - $367,851
1,879 New
1,879 $367 Million

Others Institutions Holding VBR

# of Institutions
1,796
Shares Held
91.8M
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
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