Milestone Investment Advisors LLC Vanguard Small Cap Value ETF Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 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 2,193 shares of VBR stock, worth $419,455. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,193
Previous 2,241 2.14%
Holding current value
$419,455
Previous $449,000 3.34%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$197.36 - $217.3 $9,473 - $10,430
-48 Reduced 2.14%
2,193 $434,000
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
1,706
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email