Monograph Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 31,706 shares of VBR stock, worth $6.31 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
31,706
Previous 29,290 8.25%
Holding current value
$6.31 Million
Previous $5.35 Million 19.06%
% of portfolio
0.88%
Previous 0.82%

Shares

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

Nov 14, 2024
BUY
$179.99 - $201.6 $434,855 - $487,065
2,416 Added 8.25%
31,706 $6.37 Million
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $429,202 - $461,721
-2,416 Reduced 7.62%
29,290 $5.35 Million
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $229,186 - $255,008
1,329 Added 4.38%
31,706 $6.08 Million
Q4 2023

Feb 14, 2024
SELL
$149.18 - $181.94 $4,624 - $5,640
-31 Reduced 0.1%
30,377 $5.47 Million
Q3 2023

Nov 15, 2023
BUY
$157.33 - $174.39 $3,461 - $3,836
22 Added 0.07%
30,408 $4.85 Million
Q2 2023

Aug 11, 2023
SELL
$150.74 - $165.4 $10,551 - $11,578
-70 Reduced 0.23%
30,386 $5.03 Million
Q1 2023

May 09, 2023
BUY
$150.22 - $177.69 $3,605 - $4,264
24 Added 0.08%
30,456 $4.84 Million
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $4,123 - $4,747
28 Added 0.09%
30,432 $4.83 Million
Q2 2022

Aug 10, 2022
BUY
$146.67 - $178.24 $146 - $178
1 Added 0.0%
30,404 $4.56 Million
Q1 2022

May 13, 2022
BUY
$165.62 - $182.58 $2,318 - $2,556
14 Added 0.05%
30,403 $5.35 Million
Q4 2021

Feb 10, 2022
BUY
$168.72 - $185.72 $5.13 Million - $5.64 Million
30,389 New
30,389 $5.44 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
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

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

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email