A detailed history of Apriem Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Apriem Advisors holds 5,070 shares of VBR stock, worth $1.06 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,070
Previous 3,246 56.19%
Holding current value
$1.06 Million
Previous $604,000 63.58%
% of portfolio
0.11%
Previous 0.07%

Shares

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

Aug 14, 2025

BUY
$162.76 - $195.77 $296,874 - $357,084
1,824 Added 56.19%
5,070 $988,000
Q1 2025

May 15, 2025

BUY
$183.02 - $207.75 $242,135 - $274,853
1,323 Added 68.8%
3,246 $604,000
Q4 2024

Feb 04, 2025

BUY
$197.36 - $217.3 $122,955 - $135,377
623 Added 47.92%
1,923 $381,000
Q3 2024

Nov 14, 2024

BUY
$179.99 - $201.6 $233,987 - $262,080
1,300 New
1,300 $261,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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