A detailed history of Capital Directions Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 134 shares of VBR stock, worth $26,932. This represents 0.01% of its overall portfolio holdings.

Number of Shares
134
Previous 0 Infinity%
Holding current value
$26,932
Previous $10,000 110.0%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$147.25 - $169.54 $19,731 - $22,718
134 New
134 $21,000
Q3 2022

Nov 02, 2022

SELL
$143.4 - $172.87 $15,057 - $18,151
-105 Closed
0 $10,000
Q1 2022

May 16, 2022

BUY
$165.62 - $182.58 $17,390 - $19,170
105 New
105 $18,000
Q4 2021

Feb 22, 2022

SELL
$168.72 - $185.72 $17,715 - $19,500
-105 Closed
0 $0
Q3 2021

Nov 08, 2021

SELL
$162.66 - $175.73 $11,223 - $12,125
-69 Reduced 39.66%
105 $18,000
Q2 2021

Aug 13, 2021

BUY
$166.46 - $180.76 $28,964 - $31,452
174 New
174 $30,000
Q1 2019

May 14, 2019

SELL
N/A
-69 Closed
0 $0
Q4 2018

Feb 15, 2019

SELL
N/A
-27 Reduced 28.13%
69 $8,000
Q1 2018

May 10, 2018

SELL
N/A
-19 Reduced 16.52%
96 $12,000
Q4 2017

Feb 15, 2018

BUY
N/A
80 Added 228.57%
115 $15,000
Q3 2017

Nov 14, 2017

SELL
N/A
-25 Reduced 41.67%
35 $4,000
Q2 2017

Aug 15, 2017

BUY
N/A
60
60 $7,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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