Advyzon Investment Management, LLC Vanguard Small Cap Value ETF Transaction History

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025

A detailed history of Advyzon Investment Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 8,584 shares of VBR stock, worth $1.54 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
8,584
Previous 9,802 12.43%
Holding current value
$1.54 Million
Previous $1.94 Billion 17.68%
% of portfolio
0.57%
Previous 0.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$183.02 - $207.75 $222,918 - $253,039
-1,218 Reduced 12.43%
8,584 $1.6 Billion
Q4 2024

Feb 03, 2025
BUY
$197.36 - $217.3 $1.93 Million - $2.13 Million
9,802 New
9,802 $1.94 Billion

Others Institutions Holding VBR

# of Institutions
1,695
Shares Held
95.4M
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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