A detailed history of Aaron Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 76,510 shares of VBR stock, worth $14.7 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
76,510
Previous 75,324 1.57%
Holding current value
$14.7 Million
Previous $14.5 Million 3.38%
% of portfolio
1.95%
Previous 2.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$177.65 - $191.11 $210,692 - $226,656
1,186 Added 1.57%
76,510 $14 Million
Q1 2024

Apr 25, 2024

BUY
$172.45 - $191.88 $197,282 - $219,510
1,144 Added 1.54%
75,324 $14.5 Million
Q4 2023

Jan 26, 2024

SELL
$149.18 - $181.94 $33,565 - $40,936
-225 Reduced 0.3%
74,180 $13.4 Million
Q3 2023

Oct 19, 2023

BUY
$157.33 - $174.39 $734,259 - $813,878
4,667 Added 6.69%
74,405 $11.9 Million
Q2 2023

Jul 26, 2023

BUY
$150.74 - $165.4 $871,126 - $955,846
5,779 Added 9.04%
69,738 $11.5 Million
Q1 2023

May 02, 2023

BUY
$150.22 - $177.69 $1.48 Million - $1.75 Million
9,861 Added 18.23%
63,959 $10.2 Million
Q4 2022

Jan 24, 2023

SELL
$156.49 - $169.54 $121,749 - $131,902
-778 Reduced 1.42%
54,098 $0
Q3 2022

Oct 21, 2022

BUY
N/A
5,835 Added 11.9%
54,876 $7.87 Million
Q2 2022

Jul 22, 2022

SELL
N/A
-8,067,774 Reduced 99.4%
49,041 $7.35 Million
Q1 2022

May 10, 2022

BUY
N/A
8,071,255 Added 17715.66%
8,116,815 $46.1 Million
Q4 2021

Jan 21, 2022

BUY
N/A
1,133 Added 2.55%
45,560 $8.15 Million
Q3 2021

Oct 21, 2021

BUY
N/A
5,538 Added 14.24%
44,427 $7.52 Million
Q2 2021

Jul 29, 2021

BUY
N/A
585 Added 1.53%
38,889 $6.75 Million
Q1 2021

Apr 29, 2021

BUY
N/A
1,825 Added 5.0%
38,304 $6.34 Million
Q4 2020

Feb 04, 2021

BUY
N/A
36,479 New
36,479 $5.19 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Aaron Wealth Advisors LLC Portfolio

Follow Aaron Wealth Advisors 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 Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.