Diversify Advisory Services, LLC Vanguard Small Cap Value ETF Transaction History

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,575 shares of VBR stock, worth $864,583. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,575
Previous 4,560 0.33%
Holding current value
$864,583
Previous $890 Million 7.18%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 05, 2025
BUY
$183.02 - $207.75 $2,745 - $3,116
15 Added 0.33%
4,575 $826 Million
Q4 2024

Jan 16, 2025
SELL
$197.36 - $217.3 $159,861 - $176,013
-810 Reduced 15.08%
4,560 $890 Million
Q3 2024

Oct 24, 2024
SELL
$179.99 - $201.6 $204,648 - $229,219
-1,137 Reduced 17.47%
5,370 $1.08 Billion
Q2 2024

Jul 12, 2024
BUY
$177.65 - $191.11 $116,716 - $125,559
657 Added 11.23%
6,507 $1.17 Billion
Q1 2024

Apr 30, 2024
BUY
$172.45 - $191.88 $1.01 Million - $1.12 Million
5,850 New
5,850 $1.11 Billion

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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