Vsm Wealth Advisory, LLC Vanguard Small Cap Value ETF Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 4,822 shares of VBR stock, worth $990,728. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,822
Previous 4,813 0.19%
Holding current value
$990,728
Previous $939 Million 7.23%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Nov 12, 2025
BUY
$195.41 - $212.37 $1,758 - $1,911
9 Added 0.19%
4,822 $1.01 Billion
Q2 2025

Aug 11, 2025
SELL
$162.76 - $195.77 $61,197 - $73,609
-376 Reduced 7.25%
4,813 $939 Million
Q1 2025

May 05, 2025
SELL
$183.02 - $207.75 $28,368 - $32,201
-155 Reduced 2.9%
5,189 $967 Million
Q4 2024

Feb 10, 2025
BUY
$197.36 - $217.3 $1.05 Million - $1.16 Million
5,344 New
5,344 $1.06 Billion

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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