Aegis Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Aegis Wealth Management LLC

  • $148 Billion
  • Q4 2024

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 10,069 shares of VBR stock, worth $1.93 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
10,069
Holding current value
$1.93 Million
% of portfolio
1.35%

Shares

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

Mar 07, 2025
BUY
$197.36 - $217.3 $1.99 Million - $2.19 Million
10,069 New
10,069 $2 Billion

Others Institutions Holding VBR

# of Institutions
1,706
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
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