Aviso Wealth Management Vanguard Small Cap Value ETF Transaction History

Aviso Wealth Management

  • $184 Billion
  • Q3 2024

A detailed history of Aviso Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aviso Wealth Management holds 2,712 shares of VBR stock, worth $539,715. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,712
Previous 2,712 -0.0%
Holding current value
$539,715
Previous $495 Million 10.0%
% of portfolio
0.3%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $5,173 - $5,756
30 Added 1.12%
2,712 $520 Million
Q4 2023

Feb 13, 2024
BUY
$149.18 - $181.94 $400,100 - $487,963
2,682 New
2,682 $483 Million

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
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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