Olio Financial Planning Vanguard Small Cap Value ETF Transaction History

Olio Financial Planning

  • $284 Million
  • Q4 2024

A detailed history of Olio Financial Planning transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Olio Financial Planning holds 16,935 shares of VBR stock, worth $3.48 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
16,935
Previous 39,904 57.56%
Holding current value
$3.48 Million
Previous $8.01 Million 58.11%
% of portfolio
1.18%
Previous 3.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$197.36 - $217.3 $4.53 Million - $4.99 Million
-22,969 Reduced 57.56%
16,935 $3.36 Million
Q3 2024

Oct 15, 2024
BUY
$179.99 - $201.6 $16,559 - $18,547
92 Added 0.23%
39,904 $8.01 Million
Q2 2024

Jul 12, 2024
SELL
$177.65 - $191.11 $16,343 - $17,582
-92 Reduced 0.23%
39,812 $7.27 Million
Q1 2024

Apr 15, 2024
SELL
$172.45 - $191.88 $19,659 - $21,874
-114 Reduced 0.28%
39,904 $7.66 Million
Q4 2023

Jan 10, 2024
SELL
$149.18 - $181.94 $9,845 - $12,008
-66 Reduced 0.16%
40,018 $7.2 Million
Q3 2023

Oct 19, 2023
BUY
$157.33 - $174.39 $20,767 - $23,019
132 Added 0.33%
40,084 $6.39 Million
Q2 2023

Jul 13, 2023
BUY
$150.74 - $165.4 $45,372 - $49,785
301 Added 0.76%
39,952 $6.61 Million
Q1 2023

Apr 11, 2023
BUY
$150.22 - $177.69 $384,262 - $454,531
2,558 Added 6.9%
39,651 $6.29 Million
Q4 2022

Jan 13, 2023
BUY
$147.25 - $169.54 $620,511 - $714,441
4,214 Added 12.82%
37,093 $0
Q3 2022

Oct 18, 2022
BUY
$143.4 - $172.87 $288,090 - $347,295
2,009 Added 6.51%
32,879 $4.72 Million
Q2 2022

Jul 15, 2022
BUY
$146.67 - $178.24 $687,148 - $835,054
4,685 Added 17.89%
30,870 $4.63 Million
Q1 2022

Apr 21, 2022
BUY
$165.62 - $182.58 $507,128 - $559,059
3,062 Added 13.24%
26,185 $4.61 Million
Q4 2021

Jan 31, 2022
BUY
$168.72 - $185.72 $3.9 Million - $4.29 Million
23,123 New
23,123 $4.14 Million

Others Institutions Holding VBR

# of Institutions
1,590
Shares Held
93.7M
Call Options Held
53.2K
Put Options Held
22.2K
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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