Choate Investment Advisors Vanguard Small Cap Value ETF Transaction History

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025

A detailed history of Choate Investment Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Choate Investment Advisors holds 27,525 shares of VBR stock, worth $5.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
27,525
Previous 25,852 6.47%
Holding current value
$5.2 Million
Previous $5.12 Million 0.08%
% of portfolio
0.13%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$183.02 - $207.75 $306,192 - $347,565
1,673 Added 6.47%
27,525 $5.13 Million
Q4 2024

Feb 10, 2025
BUY
$197.36 - $217.3 $195,386 - $215,127
990 Added 3.98%
25,852 $5.12 Million
Q3 2024

Nov 13, 2024
BUY
$179.99 - $201.6 $77,395 - $86,688
430 Added 1.76%
24,862 $4.99 Million
Q1 2024

May 07, 2024
BUY
$172.45 - $191.88 $4.21 Million - $4.69 Million
24,432 New
24,432 $4.69 Million
Q2 2022

Aug 11, 2022
SELL
$146.67 - $178.24 $440 - $534
-3 Closed
0 $0
Q4 2020

Feb 08, 2021
BUY
$111.89 - $142.79 $335 - $428
3 New
3 $0

Others Institutions Holding VBR

# of Institutions
1,705
Shares Held
92.8M
Call Options Held
42.9K
Put Options Held
7K
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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