West Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 2,303 shares of VBR stock, worth $473,174. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,303
Previous 2,325 0.95%
Holding current value
$473,174
Previous $453,000 5.96%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 14, 2025
SELL
$195.41 - $212.37 $4,299 - $4,672
-22 Reduced 0.95%
2,303 $480,000
Q2 2025

Jul 21, 2025
BUY
$162.76 - $195.77 $76,008 - $91,424
467 Added 25.13%
2,325 $453,000
Q1 2025

Apr 09, 2025
SELL
$183.02 - $207.75 $22,328 - $25,345
-122 Reduced 6.16%
1,858 $344,000
Q4 2024

Jan 14, 2025
SELL
$197.36 - $217.3 $19,538 - $21,512
-99 Reduced 4.76%
1,980 $392,000
Q2 2024

Jul 15, 2024
BUY
$177.65 - $191.11 $20,429 - $21,977
115 Added 5.86%
2,079 $379,000
Q4 2023

Jan 11, 2024
SELL
$149.18 - $181.94 $2,834 - $3,456
-19 Reduced 0.96%
1,964 $353,000
Q3 2023

Oct 10, 2023
SELL
$157.33 - $174.39 $11,013 - $12,207
-70 Reduced 3.41%
1,983 $316,000
Q2 2023

Jul 07, 2023
SELL
$150.74 - $165.4 $2,411 - $2,646
-16 Reduced 0.77%
2,053 $339,000
Q1 2023

Apr 18, 2023
SELL
$150.22 - $177.69 $2,553 - $3,020
-17 Reduced 0.81%
2,069 $328,000
Q3 2022

Oct 11, 2022
SELL
$143.4 - $172.87 $2,868 - $3,457
-20 Reduced 0.95%
2,086 $299,000
Q1 2022

Apr 18, 2022
SELL
$165.62 - $182.58 $2,484 - $2,738
-15 Reduced 0.71%
2,106 $371,000
Q4 2021

Jan 19, 2022
BUY
$168.72 - $185.72 $6,748 - $7,428
40 Added 1.92%
2,121 $379,000
Q2 2021

Jul 27, 2021
SELL
$166.46 - $180.76 $11,485 - $12,472
-69 Reduced 3.21%
2,081 $361,000
Q1 2021

Apr 20, 2021
BUY
$139.89 - $172.72 $1,398 - $1,727
10 Added 0.47%
2,150 $356,000
Q4 2020

Feb 22, 2021
SELL
$111.89 - $142.79 $11,189 - $14,279
-100 Reduced 4.46%
2,140 $304,000
Q4 2020

Feb 02, 2021
BUY
$111.89 - $142.79 $250,633 - $319,849
2,240 New
2,240 $240 Million

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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