Soltis Investment Advisors LLC Vanguard Small Cap Value ETF Transaction History

Soltis Investment Advisors LLC

  • $1.38 Billion
  • Q3 2025

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 4,773 shares of VBR stock, worth $980,660. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,773
Previous 4,613 3.47%
Holding current value
$980,660
Previous $899,000 10.79%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$195.41 - $212.37 $31,265 - $33,979
160 Added 3.47%
4,773 $996,000
Q2 2025

Aug 06, 2025
BUY
$162.76 - $195.77 $36,621 - $44,048
225 Added 5.13%
4,613 $899,000
Q1 2025

May 13, 2025
BUY
$183.02 - $207.75 $6,588 - $7,479
36 Added 0.83%
4,388 $817,000
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
1,804
Shares Held
91.7M
Call Options Held
70.1K
Put Options Held
8.2K
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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