Schwallier Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 2024

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 5,904 shares of VBR stock, worth $1.19 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
5,904
Previous 6,342 6.91%
Holding current value
$1.19 Million
Previous $1.22 Billion 11.45%
% of portfolio
0.88%
Previous 0.98%

Shares

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

Aug 13, 2024
SELL
$177.65 - $191.11 $77,810 - $83,706
-438 Reduced 6.91%
5,904 $1.08 Billion
Q1 2024

May 14, 2024
SELL
$172.45 - $191.88 $157,791 - $175,570
-915 Reduced 12.61%
6,342 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $1.08 Million - $1.32 Million
7,257 New
7,257 $1.31 Billion

Others Institutions Holding VBR

# of Institutions
1,494
Shares Held
89.9M
Call Options Held
44.8K
Put Options Held
24K
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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