Precision Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History

Precision Wealth Strategies, LLC

  • $267 Million
  • Q3 2025

A detailed history of Precision Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 7,966 shares of VBR stock, worth $1.64 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
7,966
Previous 8,421 5.4%
Holding current value
$1.64 Million
Previous $1.64 Million 1.22%
% of portfolio
0.62%
Previous 0.6%

Shares

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

Oct 16, 2025
SELL
$195.41 - $212.37 $88,911 - $96,628
-455 Reduced 5.4%
7,966 $1.66 Million
Q2 2025

Jul 18, 2025
BUY
$162.76 - $195.77 $1.37 Million - $1.65 Million
8,421 New
8,421 $1.64 Million
Q2 2022

Jul 14, 2022
SELL
$146.67 - $178.24 $1.22 Million - $1.48 Million
-8,290 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$165.62 - $182.58 $1.37 Million - $1.51 Million
8,290 New
8,290 $1.46 Million

Others Institutions Holding VBR

# of Institutions
1,797
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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