Arbor Trust Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Arbor Trust Wealth Advisors, LLC

  • $186 Million
  • Q1 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 6,091 shares of VBR stock, worth $1.1 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
6,091
Previous 6,146 0.89%
Holding current value
$1.1 Million
Previous $1.11 Million 5.61%
% of portfolio
0.63%
Previous 0.66%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$172.45 - $191.88 $9,484 - $10,553
-55 Reduced 0.89%
6,091 $1.17 Million
Q4 2023

Jan 30, 2024
BUY
$149.18 - $181.94 $5,967 - $7,277
40 Added 0.66%
6,146 $1.11 Million
Q3 2023

Oct 10, 2023
SELL
$157.33 - $174.39 $8,653 - $9,591
-55 Reduced 0.89%
6,106 $973,000
Q2 2023

Jul 31, 2023
BUY
$150.74 - $165.4 $71,601 - $78,565
475 Added 8.35%
6,161 $1.02 Million
Q1 2023

May 02, 2023
SELL
$150.22 - $177.69 $2,253 - $2,665
-15 Reduced 0.26%
5,686 $902,000
Q4 2022

Jan 31, 2023
BUY
$156.49 - $169.54 $56,336 - $61,034
360 Added 6.74%
5,701 $905,000
Q2 2022

Jul 15, 2022
SELL
N/A
-10 Reduced 0.19%
5,341 $800,000
Q1 2022

Apr 25, 2022
SELL
N/A
-35 Reduced 0.65%
5,351 $941,000
Q4 2021

Jan 20, 2022
BUY
N/A
630 Added 13.25%
5,386 $963,000
Q3 2021

Nov 12, 2021
SELL
N/A
-75 Reduced 1.55%
4,756 $805,000
Q2 2021

Jul 26, 2021
BUY
N/A
210 Added 4.54%
4,831 $839,000
Q1 2021

May 10, 2021
BUY
N/A
2,635 Added 132.68%
4,621 $763,000
Q4 2020

Feb 10, 2021
BUY
N/A
1,986 New
1,986 $282,000

Others Institutions Holding VBR

# of Institutions
1,449
Shares Held
89M
Call Options Held
62.7K
Put Options Held
18.5K
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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