High Net Worth Advisory Group LLC Vanguard Small Cap Value ETF Transaction History

High Net Worth Advisory Group LLC

  • $334 Million
  • Q2 2024

A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 3,087 shares of VBR stock, worth $618,727. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,087
Previous 1,574 96.12%
Holding current value
$618,727
Previous $302,000 86.42%
% of portfolio
0.17%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$177.65 - $191.11 $268,784 - $289,149
1,513 Added 96.12%
3,087 $563,000
Q1 2024

Apr 11, 2024
BUY
$172.45 - $191.88 $271,436 - $302,019
1,574 New
1,574 $302,000
Q4 2022

Feb 14, 2023
SELL
$147.25 - $169.54 $1,472 - $1,695
-10 Reduced 8.85%
103 $16,000
Q3 2022

Oct 24, 2022
BUY
$143.4 - $172.87 $16,204 - $19,534
113 New
113 $16,000

Others Institutions Holding VBR

# of Institutions
1,463
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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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