A detailed history of Capital Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 1,582 shares of VBR stock, worth $328,644. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,582
Previous 1,515 4.42%
Holding current value
$328,644
Previous $276,000 14.86%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$179.99 - $201.6 $12,059 - $13,507
67 Added 4.42%
1,582 $317,000
Q2 2024

Jul 12, 2024

SELL
$177.65 - $191.11 $14,034 - $15,097
-79 Reduced 4.96%
1,515 $276,000
Q1 2024

Apr 15, 2024

BUY
$172.45 - $191.88 $70,876 - $78,862
411 Added 34.74%
1,594 $305,000
Q4 2023

Jan 05, 2024

BUY
$149.18 - $181.94 $176,479 - $215,235
1,183 New
1,183 $212,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Capital Investment Advisors, LLC Portfolio

Follow Capital Investment Advisors, 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 Capital Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisors, LLC with notifications on news.