Milestone Asset Management Group, LLC Vanguard Small Cap Value ETF Transaction History

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 1,291 shares of VBR stock, worth $246,271. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,291
Previous 1,285 0.47%
Holding current value
$246,271
Previous $255 Million 5.61%
% of portfolio
0.22%
Previous 0.23%

Shares

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

May 06, 2025
BUY
$183.02 - $207.75 $1,098 - $1,246
6 Added 0.47%
1,291 $240 Million
Q4 2024

Mar 27, 2025
BUY
$197.36 - $217.3 $253,607 - $279,230
1,285 New
1,285 $255 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
Call Options Held
42.9K
Put Options Held
7K
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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