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

High Net Worth Advisory Group LLC

  • $358 Million
  • Q3 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 4,521 shares of VBR stock, worth $939,192. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,521
Previous 3,087 46.45%
Holding current value
$939,192
Previous $563,000 61.1%
% of portfolio
0.25%
Previous 0.17%

Shares

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

Oct 11, 2024
BUY
$179.99 - $201.6 $258,105 - $289,094
1,434 Added 46.45%
4,521 $907,000
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
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
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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