Aviso Wealth Management Vanguard Small Cap Value ETF Transaction History

Aviso Wealth Management

  • $184 Billion
  • Q3 2024

A detailed history of Aviso Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aviso Wealth Management holds 2,712 shares of VBR stock, worth $542,996. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,712
Previous 2,712 -0.0%
Holding current value
$542,996
Previous $495 Million 10.0%
% of portfolio
0.3%
Previous 0.29%

Shares

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

May 14, 2024
BUY
$172.45 - $191.88 $5,173 - $5,756
30 Added 1.12%
2,712 $520 Million
Q4 2023

Feb 13, 2024
BUY
$149.18 - $181.94 $400,100 - $487,963
2,682 New
2,682 $483 Million

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
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
Track This Portfolio

Track Aviso Wealth Management Portfolio

Follow Aviso Wealth Management 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 Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email