Capital Investment Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024

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 3,825 shares of VBR stock, worth $785,272. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,825
Previous 1,582 141.78%
Holding current value
$785,272
Previous $317,000 139.12%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$197.36 - $217.3 $442,678 - $487,403
2,243 Added 141.78%
3,825 $758,000
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

# of Institutions
1,590
Shares Held
93.7M
Call Options Held
53.2K
Put Options Held
22.2K
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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