Adamsbrown Wealth Consultants LLC Vanguard Small Cap Value ETF Transaction History

Adamsbrown Wealth Consultants LLC

  • $288 Million
  • Q3 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 1,936 shares of VBR stock, worth $386,522. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,936 -0.0%
Holding current value
$386,522
Previous $353,000 9.92%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 12, 2023
SELL
$150.74 - $165.4 $602 - $661
-4 Reduced 0.21%
1,936 $320,000
Q1 2023

May 10, 2023
BUY
$150.22 - $177.69 $1,652 - $1,954
11 Added 0.57%
1,940 $307,000
Q4 2022

Jan 27, 2023
SELL
$147.25 - $169.54 $24,296 - $27,974
-165 Reduced 7.88%
1,929 $0
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $662 - $730
4 Added 0.19%
2,094 $368,000
Q4 2021

Feb 17, 2022
BUY
$168.72 - $185.72 $352,624 - $388,154
2,090 New
2,090 $374,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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 Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email