Brown Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Brown Wealth Management, LLC

  • $248 Billion
  • Q2 2024

A detailed history of Brown Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 15,284 shares of VBR stock, worth $3.05 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
15,284
Previous 11,986 27.52%
Holding current value
$3.05 Million
Previous $2.3 Billion 21.29%
% of portfolio
1.12%
Previous 0.95%

Shares

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

Aug 13, 2024
BUY
$177.65 - $191.11 $585,889 - $630,280
3,298 Added 27.52%
15,284 $2.79 Billion
Q1 2024

May 13, 2024
BUY
$172.45 - $191.88 $29,488 - $32,811
171 Added 1.45%
11,986 $2.3 Billion
Q4 2023

Feb 14, 2024
SELL
$149.18 - $181.94 $301,940 - $368,246
-2,024 Reduced 14.63%
11,815 $2.13 Billion
Q3 2023

Nov 14, 2023
BUY
$157.33 - $174.39 $471,046 - $522,123
2,994 Added 27.61%
13,839 $2.21 Billion
Q2 2023

Aug 08, 2023
BUY
$150.74 - $165.4 $1.63 Million - $1.79 Million
10,845 New
10,845 $1.79 Billion

Others Institutions Holding VBR

# of Institutions
1,464
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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