Strategic Wealth Partners, Ltd. Vanguard Small Cap Value ETF Transaction History

Strategic Wealth Partners, Ltd.

$1.19 Billion
Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 425 shares of VBR stock, worth $87,320. This represents 0.01% of its overall portfolio holdings.

Number of Shares

425

Previous 444 4.28%

Holding current value

$87,320

Previous $86,000 2.33%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$195.41 - $212.37 $3,712 - $4,035	-19 Reduced 4.28%	425 $88,000
Q2 2025 Aug 11, 2025	BUY	$162.76 - $195.77 $72,265 - $86,921	444 New	444 $86,000
Q1 2023 Apr 24, 2023	SELL	$150.22 - $177.69 $267,391 - $316,288	-1,780 Closed	0 $0
Q4 2022 Apr 24, 2023	SELL	$147.25 - $169.54 $79,956 - $92,060	-543 Reduced 23.37%	1,780 $282,000
Q3 2022 Apr 24, 2023	BUY	$143.4 - $172.87 $49,186 - $59,294	343 Added 17.32%	2,323 $0

Q2 2022 Aug 22, 2022	BUY	$146.67 - $178.24 $290,406 - $352,915	1,980 New	1,980 $297,000
Q4 2018 Jan 24, 2019	SELL	N/A	-172 Closed	0 $0
Q2 2018 Sep 04, 2018	SELL	N/A	-137 Reduced 44.34%	172 $23,000
Q1 2018 Jul 13, 2018	BUY	N/A	309 New	309 $40,000

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

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Strategic Wealth Partners, Ltd. Vanguard Small Cap Value ETF Transaction History