Perfromance Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,478 shares of VBR stock, worth $297,063. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,478
Previous 1,460 1.23%
Holding current value
$297,063
Previous $293,000 0.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 17, 2025
BUY
$197.36 - $217.3 $3,552 - $3,911
18 Added 1.23%
1,478 $292,000
Q3 2024

Oct 10, 2024
BUY
$179.99 - $201.6 $262,785 - $294,336
1,460 New
1,460 $293,000
Q2 2023

Jul 13, 2023
BUY
$150.74 - $165.4 $210,885 - $231,394
1,399 New
1,399 $231,000
Q2 2022

Jul 15, 2022
SELL
$146.67 - $178.24 $178,937 - $217,452
-1,220 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$165.62 - $182.58 $4,802 - $5,294
29 Added 2.43%
1,220 $215,000
Q4 2021

Feb 03, 2022
BUY
$168.72 - $185.72 $200,945 - $221,192
1,191 New
1,191 $213,000

Others Institutions Holding VBR

# of Institutions
1,646
Shares Held
100M
Call Options Held
53.2K
Put Options Held
18.8K
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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