Sightline Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Sightline Wealth Advisors, LLC

  • $231 Million
  • Q4 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 3,830 shares of VBR stock, worth $786,911. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,830
Previous 3,756 1.97%
Holding current value
$786,911
Previous $783,000 0.38%
% of portfolio
0.34%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$201.42 - $211.15 $14,905 - $15,625
74 Added 1.97%
3,830 $786,000
Q3 2025

Nov 03, 2025
SELL
$195.41 - $212.37 $3,517 - $3,822
-18 Reduced 0.48%
3,756 $783,000
Q2 2025

Jul 15, 2025
SELL
$162.76 - $195.77 $21,484 - $25,841
-132 Reduced 3.38%
3,774 $735,000
Q1 2025

Apr 29, 2025
BUY
$183.02 - $207.75 $549 - $623
3 Added 0.08%
3,906 $727,000
Q4 2024

Jan 13, 2025
BUY
$197.36 - $217.3 $1,184 - $1,303
6 Added 0.15%
3,903 $773,000
Q3 2024

Oct 21, 2024
BUY
$179.99 - $201.6 $45,537 - $51,004
253 Added 6.94%
3,897 $782,000
Q1 2024

Apr 24, 2024
BUY
$172.45 - $191.88 $110,540 - $122,995
641 Added 21.35%
3,644 $699,000
Q4 2023

Jan 23, 2024
BUY
$149.18 - $181.94 $895 - $1,091
6 Added 0.2%
3,003 $540,000
Q3 2023

Nov 01, 2023
BUY
$157.33 - $174.39 $175,108 - $194,096
1,113 Added 59.08%
2,997 $477,000
Q1 2023

May 02, 2023
BUY
$150.22 - $177.69 $283,014 - $334,767
1,884 New
1,884 $299,000

Others Institutions Holding VBR

# of Institutions
1,807
Shares Held
91.7M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email