Watershed Private Wealth LLC Vanguard Small Cap Value ETF Transaction History

Watershed Private Wealth LLC

  • $256 Billion
  • Q4 2024

A detailed history of Watershed Private Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 1,185 shares of VBR stock, worth $226,654. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,185
Previous 1,178 0.59%
Holding current value
$226,654
Previous $237 Million 0.68%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$197.36 - $217.3 $1,381 - $1,521
7 Added 0.59%
1,185 $235 Million
Q3 2024

Oct 15, 2024
SELL
$179.99 - $201.6 $47,517 - $53,222
-264 Reduced 18.31%
1,178 $237 Million
Q1 2024

May 07, 2024
SELL
$172.45 - $191.88 $56,736 - $63,128
-329 Reduced 18.58%
1,442 $277 Million
Q4 2023

Feb 07, 2024
BUY
$149.18 - $181.94 $264,197 - $322,215
1,771 New
1,771 $319 Million

Others Institutions Holding VBR

# of Institutions
1,706
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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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