Private Wealth Management Group, LLC Vanguard Small Cap Value ETF Transaction History

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 91 shares of VBR stock, worth $16,654. This represents 0.01% of its overall portfolio holdings.

Number of Shares
91
Previous 94 3.19%
Holding current value
$16,654
Previous $18.9 Million 4.45%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$197.36 - $217.3 $592 - $651
-3 Reduced 3.19%
91 $18 Million
Q1 2024

Apr 30, 2024
SELL
$172.45 - $191.88 $344 - $383
-2 Reduced 2.08%
94 $18 Million
Q4 2023

Feb 08, 2024
BUY
$149.18 - $181.94 $14,321 - $17,466
96 New
96 $17.3 Million

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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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