Angeles Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Angeles Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 1,129 shares of VBR stock, worth $233,736. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,129
Previous 1,978 42.92%
Holding current value
$233,736
Previous $361,000 37.4%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$179.99 - $201.6 $152,811 - $171,158
-849 Reduced 42.92%
1,129 $226,000
Q4 2023

Feb 13, 2024
SELL
$149.18 - $181.94 $7,160 - $8,733
-48 Reduced 2.37%
1,978 $355,000
Q3 2023

Oct 27, 2023
BUY
$157.33 - $174.39 $7,551 - $8,370
48 Added 2.43%
2,026 $323,000
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $327,596 - $361,143
1,978 New
1,978 $348,000

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
93.4M
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
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