Sound View Wealth Advisors Group, LLC Vanguard Small Cap Value ETF Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 1,117 shares of VBR stock, worth $229,498. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,117
Previous 1,085 2.95%
Holding current value
$229,498
Previous $226,000 1.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 08, 2026
BUY
$201.42 - $211.15 $6,445 - $6,756
32 Added 2.95%
1,117 $229,000
Q3 2025

Nov 10, 2025
BUY
$195.41 - $212.37 $7,425 - $8,070
38 Added 3.63%
1,085 $226,000
Q2 2025

Aug 07, 2025
SELL
$162.76 - $195.77 $4,720 - $5,677
-29 Reduced 2.7%
1,047 $204,000
Q1 2025

May 08, 2025
BUY
$183.02 - $207.75 $196,929 - $223,539
1,076 New
1,076 $200,000

Others Institutions Holding VBR

# of Institutions
1,798
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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