Brown Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Brown Wealth Management, LLC

  • $242 Billion
  • Q1 2024

A detailed history of Brown Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 11,986 shares of VBR stock, worth $2.16 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
11,986
Previous 11,815 1.45%
Holding current value
$2.16 Million
Previous $2.13 Billion 8.16%
% of portfolio
0.95%
Previous 0.94%

Shares

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

May 13, 2024
BUY
$172.45 - $191.88 $29,488 - $32,811
171 Added 1.45%
11,986 $2.3 Billion
Q4 2023

Feb 14, 2024
SELL
$149.18 - $181.94 $301,940 - $368,246
-2,024 Reduced 14.63%
11,815 $2.13 Billion
Q3 2023

Nov 14, 2023
BUY
$157.33 - $174.39 $471,046 - $522,123
2,994 Added 27.61%
13,839 $2.21 Billion
Q2 2023

Aug 08, 2023
BUY
$150.74 - $165.4 $1.63 Million - $1.79 Million
10,845 New
10,845 $1.79 Billion

Others Institutions Holding VBR

# of Institutions
1,448
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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 Brown Wealth Management, LLC Portfolio

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

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email