Csm Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Csm Advisors, LLC

  • $1.83 Billion
  • Q1 2025

A detailed history of Csm Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Csm Advisors, LLC holds 20,846 shares of VBR stock, worth $3.94 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
20,846
Previous 24,004 13.16%
Holding current value
$3.94 Million
Previous $4.76 Million 18.43%
% of portfolio
0.21%
Previous 0.22%

Shares

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

May 14, 2025
SELL
$183.02 - $207.75 $577,977 - $656,074
-3,158 Reduced 13.16%
20,846 $3.88 Million
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $1.11 Million - $1.22 Million
5,600 Added 30.43%
24,004 $4.76 Million
Q3 2024

Nov 14, 2024
BUY
$179.99 - $201.6 $66,776 - $74,793
371 Added 2.06%
18,404 $3.7 Million
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $582,692 - $626,840
-3,280 Reduced 15.39%
18,033 $3.29 Million
Q1 2024

May 15, 2024
BUY
$172.45 - $191.88 $668,933 - $744,302
3,879 Added 22.25%
21,313 $4.09 Million
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $10,293 - $12,553
69 Added 0.4%
17,434 $3.14 Million
Q3 2023

Nov 13, 2023
BUY
$157.33 - $174.39 $2,989 - $3,313
19 Added 0.11%
17,365 $2.77 Million
Q2 2023

Aug 14, 2023
SELL
$150.74 - $165.4 $308,564 - $338,573
-2,047 Reduced 10.56%
17,346 $2.87 Million
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $106,806 - $126,337
-711 Reduced 3.54%
19,393 $3.08 Million
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $3,092 - $3,560
21 Added 0.1%
20,104 $3.19 Million
Q3 2022

Nov 14, 2022
BUY
$143.4 - $172.87 $486,843 - $586,893
3,395 Added 20.34%
20,083 $2.88 Million
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $2.76 Million - $3.05 Million
16,688 New
16,688 $2.94 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
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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