Curated Wealth Partners LLC Vanguard Small Cap Value ETF Transaction History

Curated Wealth Partners LLC

  • $757 Million
  • Q1 2025

A detailed history of Curated Wealth Partners LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 1,926 shares of VBR stock, worth $363,975. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,926
Previous 1,986 3.02%
Holding current value
$363,975
Previous $393,000 9.16%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 15, 2025
SELL
$183.02 - $207.75 $10,981 - $12,465
-60 Reduced 3.02%
1,926 $357,000
Q4 2024

Jan 21, 2025
BUY
$197.36 - $217.3 $391,956 - $431,557
1,986 New
1,986 $393,000
Q2 2022

Jul 27, 2022
BUY
$146.67 - $178.24 $347,461 - $422,250
2,369 New
2,369 $355,000

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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