Capital Advisors Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $481 Million
  • Q1 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 53,495 shares of VBR stock, worth $9.63 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
53,495
Previous 51,096 4.7%
Holding current value
$9.63 Million
Previous $9.2 Million 11.63%
% of portfolio
2.13%
Previous 2.09%

Shares

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

Apr 12, 2024
BUY
$172.45 - $191.88 $413,707 - $460,320
2,399 Added 4.7%
53,495 $10.3 Million
Q4 2023

Jan 08, 2024
BUY
$149.18 - $181.94 $25,808 - $31,475
173 Added 0.34%
51,096 $9.2 Million
Q3 2023

Oct 10, 2023
BUY
$157.33 - $174.39 $94,869 - $105,157
603 Added 1.2%
50,923 $8.12 Million
Q2 2023

Jul 11, 2023
SELL
$150.74 - $165.4 $268,467 - $294,577
-1,781 Reduced 3.42%
50,320 $8.32 Million
Q1 2023

Apr 14, 2023
BUY
$150.22 - $177.69 $269,945 - $319,308
1,797 Added 3.57%
52,101 $8.27 Million
Q4 2022

Feb 09, 2023
BUY
$156.49 - $169.54 $660,231 - $715,289
4,219 Added 9.15%
50,304 $7.99 Million
Q3 2022

Nov 14, 2022
BUY
N/A
8,963 Added 24.14%
46,085 $6.61 Million
Q2 2022

Aug 04, 2022
BUY
N/A
3,938 Added 11.87%
37,122 $5.56 Million
Q1 2022

May 09, 2022
BUY
N/A
559 Added 1.71%
33,184 $5.84 Million
Q4 2021

Feb 04, 2022
BUY
N/A
208 Added 0.64%
32,625 $5.84 Million
Q3 2021

Nov 12, 2021
BUY
N/A
906 Added 2.88%
32,417 $5.49 Million
Q2 2021

Aug 13, 2021
BUY
N/A
1,503 Added 5.01%
31,511 $5.47 Million
Q1 2021

Apr 20, 2021
BUY
N/A
30,008 New
30,008 $4.97 Million

Others Institutions Holding VBR

# of Institutions
1,446
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
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