Monument Group Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Monument Group Wealth Advisors, LLC

  • $149 Billion
  • Q2 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 6,252 shares of VBR stock, worth $1.2 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
6,252
Previous 6,983 10.47%
Holding current value
$1.2 Million
Previous $1.34 Billion 14.84%
% of portfolio
0.77%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$177.65 - $191.11 $129,862 - $139,701
-731 Reduced 10.47%
6,252 $1.14 Billion
Q1 2024

May 07, 2024
SELL
$172.45 - $191.88 $23,280 - $25,903
-135 Reduced 1.9%
6,983 $1.34 Billion
Q4 2023

Feb 01, 2024
BUY
$149.18 - $181.94 $1.06 Million - $1.3 Million
7,118 New
7,118 $1.28 Billion

Others Institutions Holding VBR

# of Institutions
1,460
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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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