Investment Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History

Investment Advisory Group, LLC

  • $371 Million
  • Q4 2025

A detailed history of Investment Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 1,008 shares of VBR stock, worth $207,103. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,008
Previous 1,008 -0.0%
Holding current value
$207,103
Previous $210,000 1.43%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$195.41 - $212.37 $196,973 - $214,068
1,008 New
1,008 $210,000
Q4 2024

Jan 17, 2025
SELL
$197.36 - $217.3 $25,656 - $28,249
-130 Reduced 10.5%
1,108 $219,000
Q3 2024

Oct 15, 2024
SELL
$179.99 - $201.6 $18,358 - $20,563
-102 Reduced 7.61%
1,238 $248,000
Q2 2023

Jul 17, 2023
SELL
$150.74 - $165.4 $10,853 - $11,908
-72 Reduced 5.1%
1,340 $221,000
Q4 2022

Jan 19, 2023
BUY
$147.25 - $169.54 $207,917 - $239,390
1,412 New
1,412 $0
Q4 2021

Feb 11, 2022
BUY
$168.72 - $185.72 $226,084 - $248,864
1,340 New
1,340 $233,000

Others Institutions Holding VBR

# of Institutions
1,798
Shares Held
91.5M
Call Options Held
70.1K
Put Options Held
8.2K
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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