Southern Wealth Management, LLP Vanguard Small Cap Value ETF Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 18,324 shares of VBR stock, worth $3.76 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
18,324
Previous 18,319 0.03%
Holding current value
$3.76 Million
Previous $2.91 Million -0.0%
% of portfolio
1.13%
Previous 1.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$150.22 - $177.69 $751 - $888
5 Added 0.03%
18,324 $2.91 Million
Q4 2022

Feb 13, 2023
BUY
$147.25 - $169.54 $2.7 Million - $3.11 Million
18,319 New
18,319 $2.91 Million
Q2 2022

Aug 11, 2022
BUY
$146.67 - $178.24 $1,906 - $2,317
13 Added 0.41%
3,200 $479,000
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $527,830 - $581,882
3,187 New
3,187 $561,000
Q4 2021

Feb 10, 2022
SELL
$168.72 - $185.72 $1.34 Million - $1.47 Million
-7,924 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $4,717 - $5,096
29 Added 0.37%
7,924 $1.34 Million
Q2 2021

Aug 13, 2021
BUY
$166.46 - $180.76 $65,085 - $70,677
391 Added 5.21%
7,895 $1.36 Million
Q1 2021

May 17, 2021
BUY
$139.89 - $172.72 $4,056 - $5,008
29 Added 0.39%
7,504 $1.24 Million
Q4 2020

Feb 16, 2021
BUY
$111.89 - $142.79 $9,734 - $12,422
87 Added 1.18%
7,475 $1.06 Million
Q3 2020

Nov 25, 2020
BUY
$102.46 - $117.9 $3,483 - $4,008
34 Added 0.46%
7,388 $817,000
Q1 2020

May 14, 2020
SELL
$75.8 - $139.04 $846,003 - $1.55 Million
-11,161 Reduced 60.28%
7,354 $653,000
Q4 2019

May 14, 2020
BUY
$123.74 - $138.15 $2.29 Million - $2.56 Million
18,515 New
18,515 $2.54 Million

Others Institutions Holding VBR

# of Institutions
1,796
Shares Held
91.8M
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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