Ica Group Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 364 shares of VBR stock, worth $63,008. This represents 0.04% of its overall portfolio holdings.

Number of Shares
364
Previous 608 40.13%
Holding current value
$63,008
Previous $116,000 43.1%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$177.65 - $191.11 $43,346 - $46,630
-244 Reduced 40.13%
364 $66,000
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $31,213 - $34,730
181 Added 42.39%
608 $116,000
Q4 2023

Mar 07, 2024
BUY
$149.18 - $181.94 $63,699 - $77,688
427 New
427 $76,000
Q1 2023

May 12, 2023
BUY
$150.22 - $177.69 $51,525 - $60,947
343 Added 857.5%
383 $60,000
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $5,890 - $6,781
40 New
40 $6,000

Others Institutions Holding VBR

# of Institutions
1,707
Shares Held
95.8M
Call Options Held
56.1K
Put Options Held
9.5K
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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