Pur Efi Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Pur Efi Wealth, LLC

$102 Billion
Q4 2024

A detailed history of Pur Efi Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 1,304 shares of VBR stock, worth $267,685. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,304

Holding current value

$267,685

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$197.36 - $217.3 $257,357 - $283,359	1,304 New	1,304 $258 Million

Others Institutions Holding VBR

# of Institutions

1,614

Shares Held

94.9M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.79 Billion
0.31% of portfolio
Assetmark, Inc

4M
Shares

$821 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$771 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$759 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.4M
Shares

$493 Million
0.45% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Pur Efi Wealth, LLC Vanguard Small Cap Value ETF Transaction History