Bromfield Sneider Wealth Advisors Vanguard Small Cap Value ETF Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 24,104 shares of VBR stock, worth $4.78 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

24,104

Previous 24,085 0.08%

Holding current value

$4.78 Million

Previous $4.33 Million 6.71%

% of portfolio

2.89%

Previous 2.96%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$172.45 - $191.88 $3,276 - $3,645	19 Added 0.08%	24,104 $4.63 Million
Q4 2023 Jan 05, 2024	BUY	$149.18 - $181.94 $3,729 - $4,548	25 Added 0.1%	24,085 $4.33 Million
Q3 2023 Oct 04, 2023	BUY	$157.33 - $174.39 $3,146 - $3,487	20 Added 0.08%	24,060 $3.84 Million
Q2 2023 Jul 17, 2023	SELL	$150.74 - $165.4 $16,430 - $18,028	-109 Reduced 0.45%	24,040 $3.98 Million
Q1 2023 Apr 06, 2023	SELL	$150.22 - $177.69 $40,409 - $47,798	-269 Reduced 1.1%	24,149 $3.83 Million
Q4 2022 Jan 09, 2023	BUY	$147.25 - $169.54 $3,828 - $4,408	26 Added 0.11%	24,418 $0
Q3 2022 Oct 07, 2022	BUY	$143.4 - $172.87 $3,441 - $4,148	24 Added 0.1%	24,392 $3.5 Million
Q2 2022 Jul 06, 2022	BUY	$146.67 - $178.24 $2,933 - $3,564	20 Added 0.08%	24,368 $3.65 Million
Q1 2022 Apr 12, 2022	BUY	$165.62 - $182.58 $13,083 - $14,423	79 Added 0.33%	24,348 $4.28 Million
Q4 2021 Jan 14, 2022	BUY	$168.72 - $185.72 $4.09 Million - $4.51 Million	24,269 New	24,269 $4.34 Million

Others Institutions Holding VBR

# of Institutions

1,733

Shares Held

93M

Call Options Held

44.4K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bromfield Sneider Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bromfield Sneider Wealth Advisors with notifications on news.

Account

Bromfield Sneider Wealth Advisors Vanguard Small Cap Value ETF Transaction History