Essex Private Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Essex Private Wealth Management, LLC

  • $37.8 Million
  • Q3 2024

A detailed history of Essex Private Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 3,043 shares of VBR stock, worth $582,034. This represents 1.62% of its overall portfolio holdings.

Number of Shares
3,043
Previous 3,053 0.33%
Holding current value
$582,034
Previous $557,000 9.52%
% of portfolio
1.62%
Previous 1.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$179.99 - $201.6 $1,799 - $2,016
-10 Reduced 0.33%
3,043 $610,000
Q1 2024

Apr 22, 2024
BUY
$172.45 - $191.88 $3,449 - $3,837
20 Added 0.66%
3,053 $585,000
Q3 2023

Oct 24, 2023
BUY
$157.33 - $174.39 $1,573 - $1,743
10 Added 0.33%
3,033 $483,000
Q4 2022

Feb 02, 2023
BUY
$147.25 - $169.54 $37,548 - $43,232
255 Added 9.21%
3,023 $480,000
Q4 2019

Feb 13, 2020
BUY
$123.74 - $138.15 $342,512 - $382,399
2,768 New
2,768 $379,000

Others Institutions Holding VBR

# of Institutions
1,706
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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