Atlantic Private Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q4 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 673 shares of VBR stock, worth $128,724. This represents 0.1% of its overall portfolio holdings.

Number of Shares
673
Previous 672 0.15%
Holding current value
$128,724
Previous $134,000 0.75%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 11, 2025
BUY
$197.36 - $217.3 $197 - $217
1 Added 0.15%
673 $133,000
Q2 2023

Aug 11, 2023
SELL
$150.74 - $165.4 $52,005 - $57,063
-345 Reduced 33.92%
672 $111,000
Q1 2023

May 12, 2023
BUY
$150.22 - $177.69 $152,773 - $180,710
1,017 New
1,017 $161,000

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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