Barry Investment Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Barry Investment Advisors, LLC
- $322 Million
- Q3 2024
A detailed history of Barry Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 24,056 shares of VBR stock, worth $4.84 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
24,056
Previous 22,102
8.84%
Holding current value
$4.84 Million
Previous $4.03 Million
19.71%
% of portfolio
1.5%
Previous 1.38%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.71 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$755 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$743 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$479 Million0.49% of portfolio