Arbor Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History

Arbor Wealth Advisors LLC

$112 Billion
Q4 2024

A detailed history of Arbor Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Arbor Wealth Advisors LLC holds 35,407 shares of VBR stock, worth $7.26 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares

35,407

Previous 34,898 1.46%

Holding current value

$7.26 Million

Previous $7.01 Billion 0.14%

% of portfolio

6.25%

Previous 6.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$197.36 - $217.3 $100,456 - $110,605	509 Added 1.46%	35,407 $7.02 Billion
Q3 2024 Oct 09, 2024	BUY	$179.99 - $201.6 $12,419 - $13,910	69 Added 0.2%	34,898 $7.01 Billion
Q2 2024 Jul 10, 2024	BUY	$177.65 - $191.11 $10,303 - $11,084	58 Added 0.17%	34,829 $6.36 Billion
Q1 2024 Apr 10, 2024	BUY	$172.45 - $191.88 $6,035 - $6,715	35 Added 0.1%	34,771 $6.67 Billion
Q4 2023 Feb 01, 2024	BUY	$149.18 - $181.94 $5.18 Million - $6.32 Million	34,736 New	34,736 $6.25 Billion

Others Institutions Holding VBR

# of Institutions

1,610

Shares Held

94.5M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arbor Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Wealth Advisors LLC with notifications on news.

Account

Arbor Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History