Provident Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Provident Wealth Management, LLC

  • $298 Million
  • Q4 2024

A detailed history of Provident Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Provident Wealth Management, LLC holds 2,057 shares of VBR stock, worth $393,442. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,057
Previous 2,057 -0.0%
Holding current value
$393,442
Previous $413,000 1.45%
% of portfolio
0.14%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$177.65 - $191.11 $302,005 - $324,887
1,700 Added 476.19%
2,057 $375,000
Q2 2021

Aug 06, 2021
SELL
$166.46 - $180.76 $13,316 - $14,460
-80 Reduced 18.31%
357 $62,000
Q1 2021

Apr 16, 2021
SELL
$139.89 - $172.72 $51,759 - $63,906
-370 Reduced 45.85%
437 $72,000
Q4 2020

Jan 20, 2021
SELL
$111.89 - $142.79 $1,007 - $1,285
-9 Reduced 1.1%
807 $115,000
Q3 2020

Oct 13, 2020
BUY
$102.46 - $117.9 $43,852 - $50,461
428 Added 110.31%
816 $90,000
Q2 2020

Jul 20, 2020
BUY
$81.16 - $120.46 $31,490 - $46,738
388 New
388 $41,000

Others Institutions Holding VBR

# of Institutions
1,706
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Provident Wealth Management, LLC Portfolio

Follow Provident Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Provident Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Provident Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email