Clear Point Advisors Inc. Vanguard Small Cap Value ETF Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 5,918 shares of VBR stock, worth $1.21 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
5,918
Previous 6,149 3.76%
Holding current value
$1.21 Million
Previous $1.12 Billion 5.86%
% of portfolio
0.92%
Previous 0.92%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$179.99 - $201.6 $41,577 - $46,569
-231 Reduced 3.76%
5,918 $1.19 Billion
Q2 2024

Aug 14, 2024
BUY
$177.65 - $191.11 $28,601 - $30,768
161 Added 2.69%
6,149 $1.12 Billion
Q1 2024

May 15, 2024
BUY
$172.45 - $191.88 $58,805 - $65,431
341 Added 6.04%
5,988 $1.15 Billion
Q4 2023

May 15, 2024
BUY
$149.18 - $181.94 $842,419 - $1.03 Million
5,647 New
5,647 $1.07 Billion

Others Institutions Holding VBR

# of Institutions
1,590
Shares Held
93.7M
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
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email