Aviso Wealth Management Vanguard Small Cap Value ETF Transaction History

Aviso Wealth Management

  • $224 Million
  • Q3 2025

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 2,733 shares of VBR stock, worth $561,522. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,733
Previous 2,643 3.41%
Holding current value
$561,522
Previous $515,000 10.68%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Nov 14, 2025
BUY
$195.41 - $212.37 $17,586 - $19,113
90 Added 3.41%
2,733 $570,000
Q2 2025

Aug 11, 2025
BUY
$162.76 - $195.77 $23,111 - $27,799
142 Added 5.68%
2,643 $515,000
Q1 2025

May 08, 2025
SELL
$183.02 - $207.75 $38,617 - $43,835
-211 Reduced 7.78%
2,501 $466 Million
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
1,796
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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