Momentum Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Momentum Advisors, LLC

  • $96.6 Million
  • Q4 2022

A detailed history of Momentum Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Momentum Advisors, LLC holds 1,716 shares of VBR stock, worth $328,734. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,716
Previous 1,714 0.12%
Holding current value
$328,734
Previous $246,000 10.57%
% of portfolio
0.28%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $294 - $339
2 Added 0.12%
1,716 $272,000
Q3 2022

Nov 10, 2022
SELL
$143.4 - $172.87 $1,290 - $1,555
-9 Reduced 0.52%
1,714 $246,000
Q2 2022

Jul 22, 2022
BUY
$146.67 - $178.24 $252,712 - $307,107
1,723 New
1,723 $258,000

Others Institutions Holding VBR

# of Institutions
1,709
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 Momentum Advisors, LLC Portfolio

Follow Momentum 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 Momentum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Momentum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email