A detailed history of New England Private Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 1,632 shares of VBR stock, worth $335,310. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,632
Previous 1,632 -0.0%
Holding current value
$335,310
Previous $318,000 6.92%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$162.76 - $195.77 $1,139 - $1,370
7 Added 0.43%
1,632 $318,000
Q1 2025

May 08, 2025

BUY
$183.02 - $207.75 $2,013 - $2,285
11 Added 0.68%
1,625 $302,000
Q4 2024

Feb 07, 2025

BUY
$197.36 - $217.3 $1,776 - $1,955
9 Added 0.56%
1,614 $319,000
Q3 2024

Nov 07, 2024

BUY
$179.99 - $201.6 $65,156 - $72,979
362 Added 29.12%
1,605 $322,000
Q1 2024

May 08, 2024

BUY
$172.45 - $191.88 $1,034 - $1,151
6 Added 0.49%
1,243 $238,000
Q4 2023

Feb 02, 2024

BUY
$149.18 - $181.94 $184,535 - $225,059
1,237 New
1,237 $222,000
Q2 2023

Aug 11, 2023

BUY
$150.74 - $165.4 $187,671 - $205,923
1,245 New
1,245 $205,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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