Bestgate Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Bestgate Wealth Advisors, LLC

  • $48.2 Billion
  • Q1 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 4,415 shares of VBR stock, worth $794,611. This represents 1.7% of its overall portfolio holdings.

Number of Shares
4,415
Previous 3,814 15.76%
Holding current value
$794,611
Previous $756 Million 8.81%
% of portfolio
1.7%
Previous 1.52%

Shares

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

Apr 29, 2025
BUY
$183.02 - $207.75 $109,995 - $124,857
601 Added 15.76%
4,415 $822 Million
Q4 2024

Feb 10, 2025
BUY
$197.36 - $217.3 $752,731 - $828,782
3,814 New
3,814 $756 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.7M
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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