Coastwise Capital Group, LLC Vanguard Small Cap Value ETF Transaction History

Coastwise Capital Group, LLC

  • $121 Million
  • Q3 2024

A detailed history of Coastwise Capital Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 1,514 shares of VBR stock, worth $303,133. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,514
Previous 1,328 14.01%
Holding current value
$303,133
Previous $242,000 25.21%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Nov 14, 2024
BUY
$179.99 - $201.6 $33,478 - $37,497
186 Added 14.01%
1,514 $303,000
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $710 - $764
-4 Reduced 0.3%
1,328 $242,000
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $18,452 - $20,531
107 Added 8.73%
1,332 $255,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $182,745 - $222,876
1,225 New
1,225 $220,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
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
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