Aspire Wealth Management Corp Vanguard Small Cap Value ETF Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aspire Wealth Management Corp holds 27,398 shares of VBR stock, worth $5.08 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
27,398
Previous 27,077 1.19%
Holding current value
$5.08 Million
Previous $4.94 Million 11.29%
% of portfolio
3.15%
Previous 2.98%

Shares

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

Oct 31, 2024
BUY
$179.99 - $201.6 $57,776 - $64,713
321 Added 1.19%
27,398 $5.5 Million
Q2 2024

Aug 12, 2024
SELL
$177.65 - $191.11 $5,151 - $5,542
-29 Reduced 0.11%
27,077 $4.94 Million
Q1 2024

Apr 29, 2024
BUY
$172.45 - $191.88 $61,219 - $68,117
355 Added 1.33%
27,106 $5.2 Million
Q4 2023

Jan 22, 2024
BUY
$149.18 - $181.94 $28,344 - $34,568
190 Added 0.72%
26,751 $4.81 Million
Q3 2023

Oct 30, 2023
BUY
$157.33 - $174.39 $31,623 - $35,052
201 Added 0.76%
26,561 $4.24 Million
Q2 2023

Jul 27, 2023
BUY
$150.74 - $165.4 $53,361 - $58,551
354 Added 1.36%
26,360 $4.36 Million
Q1 2023

May 04, 2023
BUY
$150.22 - $177.69 $4,656 - $5,508
31 Added 0.12%
26,006 $4.13 Million
Q4 2022

Feb 06, 2023
SELL
$147.25 - $169.54 $50,212 - $57,813
-341 Reduced 1.3%
25,975 $4.12 Million
Q3 2022

Nov 09, 2022
SELL
$143.4 - $172.87 $40,008 - $48,230
-279 Reduced 1.05%
26,316 $3.77 Million
Q2 2022

Aug 11, 2022
SELL
$146.67 - $178.24 $50,454 - $61,314
-344 Reduced 1.28%
26,595 $3.99 Million
Q1 2022

May 03, 2022
SELL
$165.62 - $182.58 $75,357 - $83,073
-455 Reduced 1.66%
26,939 $4.74 Million
Q4 2021

Mar 14, 2022
BUY
$168.72 - $185.72 $4.62 Million - $5.09 Million
27,394 New
27,394 $4.9 Million

Others Institutions Holding VBR

# of Institutions
1,710
Shares Held
95.8M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email