Resurgent Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,767 shares of VBR stock, worth $985,052. This represents 0.56% of its overall portfolio holdings.

Number of Shares

4,767

Previous 4,457 6.96%

Holding current value

$985,052

Previous $813,000 17.71%

% of portfolio

0.56%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$179.99 - $201.6 $55,796 - $62,496	310 Added 6.96%	4,767 $957,000
Q2 2024 Aug 14, 2024	SELL	$177.65 - $191.11 $891,803 - $959,372	-5,020 Reduced 52.97%	4,457 $813,000
Q1 2024 May 10, 2024	BUY	$172.45 - $191.88 $826,035 - $919,105	4,790 Added 102.2%	9,477 $1.82 Million
Q4 2023 Feb 09, 2024	SELL	$149.18 - $181.94 $318,200 - $388,078	-2,133 Reduced 31.28%	4,687 $843,000
Q3 2023 Nov 13, 2023	SELL	$157.33 - $174.39 $131,527 - $145,790	-836 Reduced 10.92%	6,820 $1.09 Million
Q2 2023 Aug 14, 2023	BUY	$150.74 - $165.4 $96,775 - $106,186	642 Added 9.15%	7,656 $1.27 Million
Q1 2023 May 15, 2023	BUY	$150.22 - $177.69 $83,972 - $99,328	559 Added 8.66%	7,014 $1.11 Million
Q4 2022 Feb 14, 2023	BUY	$147.25 - $169.54 $422,313 - $486,240	2,868 Added 79.96%	6,455 $1.03 Million
Q3 2022 Nov 14, 2022	SELL	$143.4 - $172.87 $62,235 - $75,025	-434 Reduced 10.79%	3,587 $514,000
Q2 2022 Aug 15, 2022	SELL	$146.67 - $178.24 $19,800 - $24,062	-135 Reduced 3.25%	4,021 $602,000
Q1 2022 May 16, 2022	BUY	$165.62 - $182.58 $136,802 - $150,811	826 Added 24.8%	4,156 $731,000
Q4 2021 May 16, 2022	BUY	$168.72 - $185.72 $561,837 - $618,447	3,330 New	3,330 $596,000

Others Institutions Holding VBR

# of Institutions

1,575

Shares Held

93.2M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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Resurgent Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History