Axis Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

A detailed history of Axis Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 3,291 shares of VBR stock, worth $621,933. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,291
Previous 3,246 1.39%
Holding current value
$621,933
Previous $643 Million 4.72%
% of portfolio
0.45%
Previous 0.54%

Shares

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

Apr 28, 2025
BUY
$183.02 - $207.75 $8,235 - $9,348
45 Added 1.39%
3,291 $613 Million
Q4 2024

Feb 07, 2025
BUY
$197.36 - $217.3 $640,630 - $705,355
3,246 New
3,246 $643 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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