Soltis Investment Advisors LLC Vanguard Small Cap Value ETF Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 4,352 shares of VBR stock, worth $753,331. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,352
Previous 3,501 24.31%
Holding current value
$753,331
Previous $702,000 22.79%
% of portfolio
0.08%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$197.36 - $217.3 $167,953 - $184,922
851 Added 24.31%
4,352 $862,000
Q3 2024

Nov 18, 2024
BUY
$179.99 - $201.6 $630,144 - $705,801
3,501 New
3,501 $702,000

Others Institutions Holding VBR

# of Institutions
1,707
Shares Held
95.8M
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
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