Tru Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Tru Wealth Advisors, LLC

  • $1.79 Billion
  • Q4 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,203 shares of VBR stock, worth $247,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,203
Previous 1,269 5.2%
Holding current value
$247,168
Previous $264,000 6.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 07, 2026
SELL
$201.42 - $211.15 $13,293 - $13,935
-66 Reduced 5.2%
1,203 $247,000
Q1 2025

Apr 10, 2025
SELL
$183.02 - $207.75 $20,315 - $23,060
-111 Reduced 8.04%
1,269 $235,000
Q4 2024

Jan 15, 2025
BUY
$197.36 - $217.3 $197 - $217
1 Added 0.07%
1,380 $273,000
Q2 2024

Jul 16, 2024
SELL
$177.65 - $191.11 $1,776 - $1,911
-10 Reduced 0.72%
1,379 $251,000
Q1 2024

Apr 15, 2024
BUY
$172.45 - $191.88 $1,724 - $1,918
10 Added 0.73%
1,389 $266,000
Q4 2023

Jan 10, 2024
BUY
$149.18 - $181.94 $205,719 - $250,895
1,379 New
1,379 $248,000
Q1 2022

Apr 27, 2022
SELL
$165.62 - $182.58 $2.63 Million - $2.9 Million
-15,908 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$168.72 - $185.72 $57,364 - $63,144
340 Added 2.18%
15,908 $2.85 Million
Q3 2021

Oct 29, 2021
BUY
$162.66 - $175.73 $263,997 - $285,209
1,623 Added 11.64%
15,568 $2.64 Million
Q2 2021

Jul 29, 2021
BUY
$166.46 - $180.76 $2.32 Million - $2.52 Million
13,945 New
13,945 $2.42 Million

Others Institutions Holding VBR

# of Institutions
1,797
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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