Key Client Fiduciary Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,136 shares of VBR stock, worth $441,383. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,136

Previous 2,089 2.25%

Holding current value

$441,383

Previous $419,000 0.95%

% of portfolio

0.21%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$197.36 - $217.3 $9,275 - $10,213	47 Added 2.25%	2,136 $423,000
Q3 2024 Oct 18, 2024	SELL	$179.99 - $201.6 $40,677 - $45,561	-226 Reduced 9.76%	2,089 $419,000
Q2 2024 Jul 16, 2024	BUY	$177.65 - $191.11 $2,131 - $2,293	12 Added 0.52%	2,315 $422,000
Q1 2024 Apr 15, 2024	BUY	$172.45 - $191.88 $9,484 - $10,553	55 Added 2.45%	2,303 $441,000
Q4 2023 Jan 09, 2024	SELL	$149.18 - $181.94 $18,647 - $22,742	-125 Reduced 5.27%	2,248 $404,000
Q3 2023 Nov 14, 2023	BUY	$157.33 - $174.39 $83,699 - $92,775	532 Added 28.9%	2,373 $378,000
Q2 2023 Jul 13, 2023	BUY	$150.74 - $165.4 $14,772 - $16,209	98 Added 5.62%	1,841 $304,000
Q1 2023 Apr 25, 2023	BUY	$150.22 - $177.69 $261,833 - $309,713	1,743 New	1,743 $276,000

Others Institutions Holding VBR

# of Institutions

1,577

Shares Held

92.9M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Key Client Fiduciary Advisors, LLC Vanguard Small Cap Value ETF Transaction History