Simplicity Wealth,Llc Vanguard Small Cap Value ETF Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 1,884 shares of VBR stock, worth $387,086. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,884
Previous 4,736 60.22%
Holding current value
$387,086
Previous $923,000 57.42%
% of portfolio
0.02%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$195.41 - $212.37 $557,309 - $605,679
-2,852 Reduced 60.22%
1,884 $393,000
Q2 2025

Jul 22, 2025
BUY
$162.76 - $195.77 $770,831 - $927,166
4,736 New
4,736 $923,000
Q2 2024

Jul 10, 2024
SELL
$177.65 - $191.11 $514,474 - $553,454
-2,896 Reduced 51.49%
2,728 $497,000
Q1 2024

Apr 24, 2024
BUY
$172.45 - $191.88 $969,858 - $1.08 Million
5,624 New
5,624 $1.08 Million

Others Institutions Holding VBR

# of Institutions
1,795
Shares Held
91.3M
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
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