Rf&L Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Rf&L Wealth Management, LLC

  • $141 Billion
  • Q4 2024

A detailed history of Rf&L Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 20,879 shares of VBR stock, worth $4.31 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
20,879
Previous 20,588 1.41%
Holding current value
$4.31 Million
Previous $4.13 Billion 0.1%
% of portfolio
2.93%
Previous 2.93%

Shares

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

Jan 15, 2025
BUY
$197.36 - $217.3 $57,431 - $63,234
291 Added 1.41%
20,879 $4.14 Billion
Q3 2024

Oct 16, 2024
SELL
$179.99 - $201.6 $4,139 - $4,636
-23 Reduced 0.11%
20,588 $4.13 Billion
Q2 2024

Jul 19, 2024
BUY
$177.65 - $191.11 $15,988 - $17,199
90 Added 0.44%
20,611 $3.76 Billion
Q1 2024

Apr 30, 2024
SELL
$172.45 - $191.88 $38,973 - $43,364
-226 Reduced 1.09%
20,521 $3.94 Billion
Q4 2023

Feb 14, 2024
SELL
$149.18 - $181.94 $11,486 - $14,009
-77 Reduced 0.37%
20,747 $3.73 Billion
Q3 2023

Nov 02, 2023
BUY
$157.33 - $174.39 $157 - $174
1 Added 0.0%
20,824 $3.32 Billion
Q2 2023

Jul 27, 2023
SELL
$150.74 - $165.4 $225,356 - $247,273
-1,495 Reduced 6.7%
20,823 $3.44 Billion
Q1 2023

May 03, 2023
SELL
$150.22 - $177.69 $43,413 - $51,352
-289 Reduced 1.28%
22,318 $3.54 Billion
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $3.33 Million - $3.83 Million
22,607 New
22,607 $3.59 Billion

Others Institutions Holding VBR

# of Institutions
1,577
Shares Held
92.9M
Call Options Held
53.2K
Put Options Held
22.2K
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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