Mycio Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 57 shares of VBR stock, worth $11,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Previous 56 1.79%
Holding current value
$11,126
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024
BUY
$179.99 - $201.6 $179 - $201
1 Added 1.79%
57 $11,000
Q4 2023

Jan 30, 2024
BUY
$149.18 - $181.94 $149 - $181
1 Added 1.82%
56 $10,000
Q3 2023

Nov 07, 2023
BUY
$157.33 - $174.39 $8,653 - $9,591
55 New
55 $8,000
Q1 2020

May 14, 2020
SELL
$75.8 - $139.04 $174,112 - $319,374
-2,297 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$123.74 - $138.15 $4,207 - $4,697
34 Added 1.5%
2,297 $315,000
Q3 2019

Nov 12, 2019
BUY
$128.22 - $131.67 $11,796 - $12,113
92 Added 4.24%
2,263 $292,000
Q2 2019

Aug 05, 2019
BUY
N/A
10 Added 0.46%
2,171 $283,000
Q1 2019

Apr 18, 2019
SELL
N/A
-1,076 Reduced 33.24%
2,161 $278,000
Q4 2018

Jan 22, 2019
SELL
N/A
-35 Reduced 1.07%
3,237 $369,000
Q3 2018

Oct 25, 2018
BUY
N/A
31 Added 0.96%
3,272 $456,000
Q2 2018

Jul 19, 2018
BUY
N/A
261 Added 8.76%
3,241 $440,000
Q1 2018

Apr 27, 2018
BUY
N/A
235 Added 8.56%
2,980 $386,000
Q4 2017

Jan 31, 2018
BUY
N/A
2,745
2,745 $365,000

Others Institutions Holding VBR

# of Institutions
1,547
Shares Held
92.4M
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 Mycio Wealth Partners, LLC Portfolio

Follow Mycio Wealth Partners, 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 Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email