Milestone Asset Management Group, LLC Vanguard Small Cap Value ETF Transaction History

Milestone Asset Management Group, LLC

  • $159 Billion
  • Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 1,543 shares of VBR stock, worth $317,024. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,543
Previous 1,537 0.39%
Holding current value
$317,024
Previous $300 Million 7.45%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 22, 2025
BUY
$195.41 - $212.37 $1,172 - $1,274
6 Added 0.39%
1,543 $322 Million
Q2 2025

Aug 01, 2025
BUY
$162.76 - $195.77 $40,038 - $48,159
246 Added 19.05%
1,537 $300 Million
Q1 2025

May 06, 2025
BUY
$183.02 - $207.75 $1,098 - $1,246
6 Added 0.47%
1,291 $240 Million
Q4 2024

Mar 27, 2025
BUY
$197.36 - $217.3 $253,607 - $279,230
1,285 New
1,285 $255 Million

Others Institutions Holding VBR

# of Institutions
1,793
Shares Held
91.3M
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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