Milestone Investment Advisors LLC Vanguard Small Cap Value ETF Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,241 shares of VBR stock, worth $445,981. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,241
Previous 1,351 65.88%
Holding current value
$445,981
Previous $246,000 82.52%
% of portfolio
0.13%
Previous 0.07%

Shares

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

Oct 30, 2024
BUY
$179.99 - $201.6 $160,191 - $179,424
890 Added 65.88%
2,241 $449,000
Q4 2022

Mar 15, 2023
BUY
$147.25 - $169.54 $198,934 - $229,048
1,351 New
1,351 $215 Million

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
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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