A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 3,897 shares of VBR stock, worth $780,257. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,897
Previous 3,644 6.94%
Holding current value
$780,257
Previous $665,000 17.59%
% of portfolio
0.43%
Previous 0.41%

Shares

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

Oct 21, 2024

BUY
$179.99 - $201.6 $45,537 - $51,004
253 Added 6.94%
3,897 $782,000
Q1 2024

Apr 24, 2024

BUY
$172.45 - $191.88 $110,540 - $122,995
641 Added 21.35%
3,644 $699,000
Q4 2023

Jan 23, 2024

BUY
$149.18 - $181.94 $895 - $1,091
6 Added 0.2%
3,003 $540,000
Q3 2023

Nov 01, 2023

BUY
$157.33 - $174.39 $175,108 - $194,096
1,113 Added 59.08%
2,997 $477,000
Q1 2023

May 02, 2023

BUY
$150.22 - $177.69 $283,014 - $334,767
1,884 New
1,884 $299,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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