Fortis Capital Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Fortis Capital Advisors, LLC

  • $293 Billion
  • Q4 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 1,699 shares of VBR stock, worth $310,950. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,699
Previous 1,704 0.29%
Holding current value
$310,950
Previous $342 Million 1.45%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Feb 13, 2025
SELL
$197.36 - $217.3 $986 - $1,086
-5 Reduced 0.29%
1,699 $337 Million
Q3 2024

Nov 12, 2024
BUY
$179.99 - $201.6 $306,702 - $343,526
1,704 New
1,704 $342 Million
Q2 2023

Aug 14, 2023
BUY
$150.74 - $165.4 $14,320 - $15,713
95 Added 5.28%
1,895 $313 Million
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $72,556 - $85,824
-483 Reduced 21.16%
1,800 $286 Million
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $336,171 - $387,059
2,283 New
2,283 $363 Million

Others Institutions Holding VBR

# of Institutions
1,709
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
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email