Vital Stone Financial, LLC Vanguard Small Cap Value ETF Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vital Stone Financial, LLC holds 1,109 shares of VBR stock, worth $207,427. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,109
Previous 1,100 0.82%
Holding current value
$207,427
Previous $200,000 11.0%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 11, 2024
BUY
$179.99 - $201.6 $1,619 - $1,814
9 Added 0.82%
1,109 $222,000
Q1 2024

May 06, 2024
BUY
$172.45 - $191.88 $689 - $767
4 Added 0.36%
1,100 $211,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $2,237 - $2,729
15 Added 1.39%
1,096 $197,000
Q2 2023

Aug 21, 2023
BUY
$150.74 - $165.4 $124,209 - $136,289
824 Added 320.62%
1,081 $172,000
Q1 2023

May 12, 2023
SELL
$150.22 - $177.69 $117,622 - $139,131
-783 Reduced 75.29%
257 $46,000
Q4 2022

Jan 30, 2023
BUY
$147.25 - $169.54 $153,140 - $176,321
1,040 New
1,040 $165 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
Call Options Held
42.9K
Put Options Held
7K
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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