Potentia Wealth Vanguard Small Cap Value ETF Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Potentia Wealth holds 2,709 shares of VBR stock, worth $487,565. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,709

Holding current value

$487,565

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$197.36 - $217.3 $534,648 - $588,665	2,709 New	2,709 $537 Million

Others Institutions Holding VBR

# of Institutions

1,695

Shares Held

95.4M

Call Options Held

56.1K

Put Options Held

9.5K

Bank Of America Corp Charlotte, NC

18.5M
Shares

$3.32 Billion
0.31% of portfolio
Assetmark, Inc

4.17M
Shares

$751 Million
2.15% of portfolio
Morgan Stanley New York, NY

3.86M
Shares

$694 Million
0.05% of portfolio
Betterment LLC New York, NY

3.55M
Shares

$638 Million
1.69% of portfolio
Jones Financial Companies Lllp

2.4M
Shares

$432 Million
0.45% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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