Vestia Personal Wealth Advisors Vanguard Small Cap Value ETF Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,459 shares of VBR stock, worth $300,218. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,459
Previous 1,416 3.04%
Holding current value
$300,218
Previous $284 Million 1.75%
% of portfolio
0.24%
Previous 0.27%

Shares

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

Jan 27, 2025
BUY
$197.36 - $217.3 $8,486 - $9,343
43 Added 3.04%
1,459 $289 Million
Q3 2024

Nov 04, 2024
SELL
$179.99 - $201.6 $179 - $201
-1 Reduced 0.07%
1,416 $284 Million
Q2 2024

Aug 09, 2024
BUY
$177.65 - $191.11 $251,730 - $270,802
1,417 New
1,417 $259 Million

Others Institutions Holding VBR

# of Institutions
1,584
Shares Held
94M
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
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