Claris Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Claris Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Claris Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Claris Advisors, LLC holds 1,315 shares of VBR stock, worth $261,461. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,315
Previous 1,315 -0.0%
Holding current value
$261,461
Previous $240,000 10.0%
% of portfolio
0.13%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$157.33 - $174.39 $206,888 - $229,322
1,315 New
1,315 $209,000
Q2 2022

Jul 28, 2022
SELL
$146.67 - $178.24 $170,283 - $206,936
-1,161 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$168.72 - $185.72 $195,883 - $215,620
1,161 New
1,161 $208,000

Others Institutions Holding VBR

# of Institutions
1,502
Shares Held
90M
Call Options Held
44.8K
Put Options Held
24K
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 Claris Advisors, LLC Portfolio

Follow Claris Advisors, 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 Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email