Investmark Advisory Group LLC Vanguard Small Cap Value ETF Transaction History

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 2,525 shares of VBR stock, worth $521,765. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,525
Previous 2,520 0.2%
Holding current value
$521,765
Previous $459,000 10.24%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Nov 14, 2024
BUY
$179.99 - $201.6 $899 - $1,008
5 Added 0.2%
2,525 $506,000
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $177 - $191
-1 Reduced 0.04%
2,520 $459,000
Q1 2024

May 17, 2024
BUY
$172.45 - $191.88 $3,793 - $4,221
22 Added 0.88%
2,521 $483,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $372,800 - $454,668
2,499 New
2,499 $449,000
Q4 2021

May 03, 2022
BUY
$168.72 - $185.72 $62,426 - $68,716
370 New
370 $66,000

Others Institutions Holding VBR

# of Institutions
1,575
Shares Held
93.2M
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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