A detailed history of Retirement Financial Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 97,860 shares of VBR stock, worth $19.7 Million. This represents 8.6% of its overall portfolio holdings.

Number of Shares
97,860
Previous 95,941 2.0%
Holding current value
$19.7 Million
Previous $17.5 Billion 12.21%
% of portfolio
8.6%
Previous 8.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$179.99 - $201.6 $345,400 - $386,870
1,919 Added 2.0%
97,860 $19.6 Billion
Q2 2024

Aug 05, 2024

BUY
$177.65 - $191.11 $1.97 Million - $2.11 Million
11,064 Added 13.04%
95,941 $17.5 Billion
Q1 2024

May 10, 2024

BUY
$172.45 - $191.88 $1.32 Million - $1.47 Million
7,661 Added 9.92%
84,877 $16.3 Billion
Q4 2023

Jan 18, 2024

BUY
$149.18 - $181.94 $977,576 - $1.19 Million
6,553 Added 9.27%
77,216 $13.9 Billion
Q3 2023

Oct 20, 2023

BUY
$157.33 - $174.39 $1.62 Million - $1.8 Million
10,294 Added 17.05%
70,663 $11.3 Billion
Q2 2023

Jul 18, 2023

BUY
$150.74 - $165.4 $1.44 Million - $1.58 Million
9,544 Added 18.78%
60,369 $9.99 Billion
Q1 2023

Apr 26, 2023

BUY
$150.22 - $177.69 $264,537 - $312,912
1,761 Added 3.59%
50,825 $8.07 Billion
Q4 2022

Jan 18, 2023

BUY
$147.25 - $169.54 $7.22 Million - $8.32 Million
49,064 New
49,064 $7.79 Billion

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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