Alteri Wealth LLC Vanguard Small Cap Value ETF Transaction History

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025

A detailed history of Alteri Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Alteri Wealth LLC holds 6,312 shares of VBR stock, worth $1.27 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,312
Previous 6,302 0.16%
Holding current value
$1.27 Million
Previous $1.17 Billion 4.85%
% of portfolio
0.48%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$162.76 - $195.77 $1,627 - $1,957
10 Added 0.16%
6,312 $1.23 Billion
Q1 2025

May 07, 2025
SELL
$183.02 - $207.75 $75,221 - $85,385
-411 Reduced 6.12%
6,302 $1.17 Billion
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $1.32 Million - $1.46 Million
6,713 New
6,713 $1.33 Billion

Others Institutions Holding VBR

# of Institutions
1,759
Shares Held
91.1M
Call Options Held
58.1K
Put Options Held
3.1K
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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