Avidian Wealth Solutions, LLC Vanguard Small Cap Value ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 25,754 shares of VBR stock, worth $4.89 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
25,754
Previous 26,313 2.12%
Holding current value
$4.89 Million
Previous $5.21 Million 8.0%
% of portfolio
0.22%
Previous 0.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$183.02 - $207.75 $102,308 - $116,132
-559 Reduced 2.12%
25,754 $4.8 Million
Q4 2024

Jan 29, 2025
SELL
$197.36 - $217.3 $137,757 - $151,675
-698 Reduced 2.58%
26,313 $5.21 Million
Q3 2024

Oct 30, 2024
SELL
$179.99 - $201.6 $110,873 - $124,185
-616 Reduced 2.23%
27,011 $5.42 Million
Q2 2024

Aug 06, 2024
SELL
$177.65 - $191.11 $684,485 - $736,346
-3,853 Reduced 12.24%
27,627 $5.04 Million
Q1 2024

May 03, 2024
SELL
$172.45 - $191.88 $310,754 - $345,767
-1,802 Reduced 5.41%
31,480 $6.04 Million
Q4 2023

Feb 06, 2024
SELL
$149.18 - $181.94 $1.19 Million - $1.45 Million
-7,996 Reduced 19.37%
33,282 $5.99 Million
Q3 2023

Oct 13, 2023
SELL
$157.33 - $174.39 $910,940 - $1.01 Million
-5,790 Reduced 12.3%
41,278 $6.58 Million
Q2 2023

Aug 03, 2023
BUY
$150.74 - $165.4 $1.87 Million - $2.05 Million
12,383 Added 35.7%
47,068 $7.79 Million
Q1 2023

May 08, 2023
BUY
$150.22 - $177.69 $5.21 Million - $6.16 Million
34,685 New
34,685 $5.51 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
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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