Dakota Wealth Management Vanguard Small Cap Value ETF Transaction History

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

A detailed history of Dakota Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Dakota Wealth Management holds 2,317 shares of VBR stock, worth $436,105. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,317
Previous 2,353 1.53%
Holding current value
$436,105
Previous $472,000 2.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 17, 2025
SELL
$197.36 - $217.3 $7,104 - $7,822
-36 Reduced 1.53%
2,317 $459,000
Q3 2024

Oct 23, 2024
SELL
$179.99 - $201.6 $21,418 - $23,990
-119 Reduced 4.81%
2,353 $472,000
Q2 2024

Jul 19, 2024
BUY
$177.65 - $191.11 $50,274 - $54,084
283 Added 12.93%
2,472 $451,000
Q1 2024

Apr 24, 2024
BUY
$172.45 - $191.88 $81,051 - $90,183
470 Added 27.34%
2,189 $420,000
Q4 2023

Jan 30, 2024
BUY
$149.18 - $181.94 $256,440 - $312,754
1,719 New
1,719 $309,000

Others Institutions Holding VBR

# of Institutions
1,708
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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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