United Advisor Group, LLC Vanguard Small Cap Value ETF Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 6,500 shares of VBR stock, worth $1.31 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,500
Previous 3,561 82.53%
Holding current value
$1.31 Million
Previous $649,000 101.08%
% of portfolio
0.31%
Previous 0.21%

Shares

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

Oct 30, 2024
BUY
$179.99 - $201.6 $528,990 - $592,502
2,939 Added 82.53%
6,500 $1.31 Million
Q2 2024

Aug 08, 2024
SELL
$177.65 - $191.11 $344,996 - $371,135
-1,942 Reduced 35.29%
3,561 $649,000
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $302,132 - $336,173
1,752 Added 46.71%
5,503 $1.06 Million
Q4 2023

Feb 15, 2024
BUY
$149.18 - $181.94 $559,574 - $682,456
3,751 New
3,751 $675,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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 United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email