Clear Point Advisors Inc. Vanguard Small Cap Value ETF Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

A detailed history of Clear Point Advisors Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 5,928 shares of VBR stock, worth $1.2 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

5,928

Previous 5,918 0.17%

Holding current value

$1.2 Million

Previous $1.19 Billion 1.12%

% of portfolio

1.0%

Previous 0.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$197.36 - $217.3 $1,973 - $2,173	10 Added 0.17%	5,928 $1.17 Billion
Q3 2024 Nov 08, 2024	SELL	$179.99 - $201.6 $41,577 - $46,569	-231 Reduced 3.76%	5,918 $1.19 Billion
Q2 2024 Aug 14, 2024	BUY	$177.65 - $191.11 $28,601 - $30,768	161 Added 2.69%	6,149 $1.12 Billion
Q1 2024 May 15, 2024	BUY	$172.45 - $191.88 $58,805 - $65,431	341 Added 6.04%	5,988 $1.15 Billion
Q4 2023 May 15, 2024	BUY	$149.18 - $181.94 $842,419 - $1.03 Million	5,647 New	5,647 $1.07 Billion

Others Institutions Holding VBR

# of Institutions

1,695

Shares Held

100M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Clear Point Advisors Inc. Vanguard Small Cap Value ETF Transaction History