Wealth Trak Capital Management LLC Vanguard Small Cap Value ETF Transaction History

Wealth Trak Capital Management LLC

  • $121 Billion
  • Q3 2025

A detailed history of Wealth Trak Capital Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 1,781 shares of VBR stock, worth $365,924. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,781
Previous 1,643 8.4%
Holding current value
$365,924
Previous $306 Million 21.45%
% of portfolio
0.31%
Previous 0.26%

Shares

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

Nov 14, 2025
BUY
$195.41 - $212.37 $26,966 - $29,307
138 Added 8.4%
1,781 $372 Million
Q1 2025

May 15, 2025
SELL
$183.02 - $207.75 $16,288 - $18,489
-89 Reduced 5.14%
1,643 $306 Million
Q4 2024

Feb 12, 2025
BUY
$197.36 - $217.3 $341,827 - $376,363
1,732 New
1,732 $343 Million

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

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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