Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Small Cap Value ETF Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 1,586 shares of VBR stock, worth $296,946. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,586
Previous 1,675 5.31%
Holding current value
$296,946
Previous $267,000 6.74%
% of portfolio
0.1%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024
SELL
$149.18 - $181.94 $13,277 - $16,192
-89 Reduced 5.31%
1,586 $285,000
Q3 2023

Oct 10, 2023
SELL
$157.33 - $174.39 $471 - $523
-3 Reduced 0.18%
1,675 $267,000
Q2 2023

Jul 11, 2023
SELL
$150.74 - $165.4 $39,946 - $43,831
-265 Reduced 13.64%
1,678 $278,000
Q1 2023

Apr 04, 2023
SELL
$150.22 - $177.69 $23,734 - $28,075
-158 Reduced 7.52%
1,943 $308,000
Q2 2020

Jul 01, 2020
BUY
$81.16 - $120.46 $170,517 - $253,086
2,101 New
2,101 $225,000
Q1 2020

Apr 01, 2020
SELL
$75.8 - $139.04 $159,255 - $292,123
-2,101 Closed
0 $0
Q2 2019

Jul 01, 2019
SELL
N/A
-174 Reduced 7.65%
2,101 $274,000
Q1 2019

Apr 01, 2019
SELL
N/A
-608 Reduced 21.09%
2,275 $293,000
Q4 2018

Jan 02, 2019
SELL
N/A
-3,381 Reduced 53.98%
2,883 $329,000
Q3 2018

Oct 02, 2018
BUY
N/A
549 Added 9.61%
6,264 $873,000
Q2 2018

Jul 05, 2018
BUY
N/A
1,135 Added 24.78%
5,715 $776,000
Q1 2018

Apr 02, 2018
BUY
N/A
4,580 New
4,580 $593,000

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
96.2M
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
Track This Portfolio

Track Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio

Follow Eisner Amper Wealth Management Corporate Benefits, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eisner Amper Wealth Management Corporate Benefits, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eisner Amper Wealth Management Corporate Benefits, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email