A detailed history of First Foundation Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, First Foundation Advisors holds 1,330 shares of VBR stock, worth $264,683. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,330
Previous 1,330 -0.0%
Holding current value
$264,683
Previous $242,000 10.33%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$172.45 - $191.88 $11,899 - $13,239
-69 Reduced 4.93%
1,330 $255,000
Q3 2023

Nov 15, 2023

SELL
$157.33 - $174.39 $81,024 - $89,810
-515 Reduced 26.91%
1,399 $223,000
Q2 2023

Aug 14, 2023

BUY
$150.74 - $165.4 $74,013 - $81,211
491 Added 34.5%
1,914 $316,000
Q1 2023

May 12, 2023

BUY
$150.22 - $177.69 $18,927 - $22,388
126 Added 9.71%
1,423 $225,000
Q4 2022

Feb 14, 2023

BUY
$147.25 - $169.54 $190,983 - $219,893
1,297 New
1,297 $205,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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