Diversify Advisory Services, LLC Vanguard Small Cap Value ETF Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,560 shares of VBR stock, worth $853,768. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,560
Previous 5,370 15.08%
Holding current value
$853,768
Previous $1.08 Billion 17.44%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 16, 2025
SELL
$197.36 - $217.3 $159,861 - $176,013
-810 Reduced 15.08%
4,560 $890 Million
Q3 2024

Oct 24, 2024
SELL
$179.99 - $201.6 $204,648 - $229,219
-1,137 Reduced 17.47%
5,370 $1.08 Billion
Q2 2024

Jul 12, 2024
BUY
$177.65 - $191.11 $116,716 - $125,559
657 Added 11.23%
6,507 $1.17 Billion
Q1 2024

Apr 30, 2024
BUY
$172.45 - $191.88 $1.01 Million - $1.12 Million
5,850 New
5,850 $1.11 Billion

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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, 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 Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email