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

Atlantic Private Wealth, LLC

  • $144 Million
  • Q3 2025

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 $138,274. This represents 0.1% of its overall portfolio holdings.

Number of Shares
673
Previous 673 -0.0%
Holding current value
$138,274
Previous $131,000 6.87%
% of portfolio
0.1%
Previous 0.09%

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
1,796
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
Track This Portfolio

Track Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email