Sc&H Financial Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Sc&H Financial Advisors, Inc.

$447 Million
Q3 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 7,815 shares of VBR stock, worth $1.57 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

7,815

Previous 7,784 0.4%

Holding current value

$1.57 Million

Previous $1.42 Million 10.49%

% of portfolio

0.35%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$179.99 - $201.6 $5,579 - $6,249	31 Added 0.4%	7,815 $1.57 Million
Q2 2024 Aug 01, 2024	BUY	$177.65 - $191.11 $81,541 - $87,719	459 Added 6.27%	7,784 $1.42 Million
Q1 2024 May 02, 2024	SELL	$172.45 - $191.88 $33,972 - $37,800	-197 Reduced 2.62%	7,325 $1.41 Million
Q4 2023 Feb 01, 2024	BUY	$149.18 - $181.94 $19,840 - $24,198	133 Added 1.8%	7,522 $1.35 Million
Q3 2023 Oct 30, 2023	BUY	$157.33 - $174.39 $2,831 - $3,139	18 Added 0.24%	7,389 $1.18 Million
Q2 2023 Aug 07, 2023	BUY	$150.74 - $165.4 $3,014 - $3,308	20 Added 0.27%	7,371 $1.22 Million
Q1 2023 May 12, 2023	SELL	$150.22 - $177.69 $74,809 - $88,489	-498 Reduced 6.34%	7,351 $1.17 Million
Q4 2022 Feb 10, 2023	BUY	$147.25 - $169.54 $2,797 - $3,221	19 Added 0.24%	7,849 $1.25 Million
Q3 2022 Nov 09, 2022	SELL	$143.4 - $172.87 $117,588 - $141,753	-820 Reduced 9.48%	7,830 $1.12 Million
Q2 2022 Aug 10, 2022	BUY	$146.67 - $178.24 $37,400 - $45,451	255 Added 3.04%	8,650 $1.3 Million
Q1 2022 May 10, 2022	BUY	$165.62 - $182.58 $1,656 - $1,825	10 Added 0.12%	8,395 $1.48 Million
Q4 2021 Feb 10, 2022	BUY	$168.72 - $185.72 $1.41 Million - $1.56 Million	8,385 New	8,385 $1.5 Million

Others Institutions Holding VBR

# of Institutions

1,543

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Account

Sc&H Financial Advisors, Inc. Vanguard Small Cap Value ETF Transaction History