Alera Investment Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Alera Investment Advisors, LLC

  • $822 Million
  • Q2 2024

A detailed history of Alera Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 6,321 shares of VBR stock, worth $1.34 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,321
Previous 6,250 1.14%
Holding current value
$1.34 Million
Previous $1.2 Million 3.84%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Aug 13, 2024
BUY
$177.65 - $191.11 $12,613 - $13,568
71 Added 1.14%
6,321 $1.15 Million
Q4 2022

Feb 02, 2023
SELL
$147.25 - $169.54 $2,503 - $2,882
-17 Reduced 0.27%
6,250 $992,000
Q1 2022

May 10, 2022
SELL
$165.62 - $182.58 $8,777 - $9,676
-53 Reduced 0.84%
6,267 $1.1 Million
Q4 2021

Jan 26, 2022
BUY
$168.72 - $185.72 $8,942 - $9,843
53 Added 0.85%
6,320 $1.13 Million
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $846,807 - $914,850
5,206 Added 490.67%
6,267 $1.06 Million
Q3 2021

Nov 09, 2021
SELL
$162.66 - $175.73 $846,807 - $914,850
-5,206 Reduced 83.07%
1,061 $1.06 Million
Q2 2021

Aug 05, 2021
SELL
$166.46 - $180.76 $16,479 - $17,895
-99 Reduced 1.56%
6,267 $1.09 Million
Q1 2021

May 12, 2021
SELL
$139.89 - $172.72 $11,331 - $13,990
-81 Reduced 1.26%
6,366 $1.05 Million
Q4 2020

Feb 08, 2021
BUY
$111.89 - $142.79 $22,042 - $28,129
197 Added 3.15%
6,447 $917,000
Q2 2020

Aug 11, 2020
SELL
$81.16 - $120.46 $35,304 - $52,400
-435 Reduced 6.51%
6,250 $668,000
Q1 2020

Apr 29, 2020
BUY
$75.8 - $139.04 $506,723 - $929,482
6,685 New
6,685 $555,000
Q2 2019

Aug 07, 2019
SELL
N/A
-458 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
458 New
458 $52,000

Others Institutions Holding VBR

# of Institutions
1,514
Shares Held
89.8M
Call Options Held
44.8K
Put Options Held
24K
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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