Stone Point Wealth LLC Vanguard Small Cap Value ETF Transaction History

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 23,748 shares of VBR stock, worth $4.88 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
23,748
Previous 25,467 6.75%
Holding current value
$4.88 Million
Previous $4.97 Million 0.2%
% of portfolio
1.43%
Previous 1.56%

Shares

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

Oct 22, 2025
SELL
$195.41 - $212.37 $335,909 - $365,064
-1,719 Reduced 6.75%
23,748 $4.96 Million
Q2 2025

Jul 17, 2025
SELL
$162.76 - $195.77 $537,921 - $647,019
-3,305 Reduced 11.49%
25,467 $4.97 Million
Q1 2025

Apr 24, 2025
SELL
$183.02 - $207.75 $196,746 - $223,331
-1,075 Reduced 3.6%
28,772 $5.36 Million
Q4 2024

Jan 28, 2025
SELL
$197.36 - $217.3 $632,736 - $696,663
-3,206 Reduced 9.7%
29,847 $5.92 Million
Q3 2024

Oct 31, 2024
SELL
$179.99 - $201.6 $39,237 - $43,948
-218 Reduced 0.66%
33,053 $6.64 Million
Q2 2024

Jul 30, 2024
BUY
$177.65 - $191.11 $11,369 - $12,231
64 Added 0.19%
33,271 $6.07 Million
Q1 2024

May 01, 2024
BUY
$172.45 - $191.88 $490,275 - $545,514
2,843 Added 9.36%
33,207 $6.37 Million
Q4 2023

Jan 26, 2024
BUY
$149.18 - $181.94 $186,027 - $226,879
1,247 Added 4.28%
30,364 $5.46 Million
Q3 2023

Oct 25, 2023
BUY
$157.33 - $174.39 $362,802 - $402,143
2,306 Added 8.6%
29,117 $4.64 Million
Q2 2023

Jul 25, 2023
BUY
$150.74 - $165.4 $212,543 - $233,214
1,410 Added 5.55%
26,811 $4.43 Million
Q1 2023

Apr 20, 2023
BUY
$150.22 - $177.69 $335,591 - $396,959
2,234 Added 9.64%
25,401 $4.03 Million
Q4 2022

Jan 20, 2023
BUY
$147.25 - $169.54 $775,271 - $892,628
5,265 Added 29.41%
23,167 $0
Q3 2022

Nov 03, 2022
BUY
$143.4 - $172.87 $500,322 - $603,143
3,489 Added 24.21%
17,902 $2.57 Million
Q2 2022

Jul 19, 2022
BUY
$146.67 - $178.24 $896,447 - $1.09 Million
6,112 Added 73.63%
14,413 $2.16 Million
Q1 2022

Apr 29, 2022
BUY
$165.62 - $182.58 $231,868 - $255,612
1,400 Added 20.29%
8,301 $1.47 Million
Q4 2021

Feb 10, 2022
BUY
$168.72 - $185.72 $1.16 Million - $1.28 Million
6,901 New
6,901 $1.23 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
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email