Aevitas Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Aevitas Wealth Management, Inc.

  • $169 Million
  • Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 4,698 shares of VBR stock, worth $970,794. This represents 0.44% of its overall portfolio holdings.

Number of Shares
4,698
Previous 4,890 3.93%
Holding current value
$970,794
Previous $701,000 6.42%
% of portfolio
0.44%
Previous 0.53%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023
SELL
$147.25 - $169.54 $28,272 - $32,551
-192 Reduced 3.93%
4,698 $0
Q3 2022

Oct 24, 2022
SELL
$143.4 - $172.87 $2,581 - $3,111
-18 Reduced 0.37%
4,890 $701,000
Q2 2022

Jul 22, 2022
SELL
$146.67 - $178.24 $44,734 - $54,363
-305 Reduced 5.85%
4,908 $735,000
Q1 2022

Apr 25, 2022
BUY
$165.62 - $182.58 $863,377 - $951,789
5,213 New
5,213 $917,000
Q2 2019

Jul 26, 2019
SELL
N/A
-380 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
200 Added 111.11%
380 $53,000
Q2 2018

Aug 10, 2018
BUY
N/A
100 Added 125.0%
180 $24,000
Q4 2017

Feb 13, 2018
BUY
N/A
80
80 $11,000

Others Institutions Holding VBR

# of Institutions
1,575
Shares Held
93.2M
Call Options Held
53.2K
Put Options Held
22.2K
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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