Holos Integrated Wealth LLC Vanguard Small Cap Value ETF Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 1,125 shares of VBR stock, worth $223,267. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,125
Previous 1,125 -0.0%
Holding current value
$223,267
Previous $223 Million 6.0%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Aug 08, 2025
BUY
$197.36 - $217.3 $222,030 - $244,462
1,125 New
1,125 $223 Million

Others Institutions Holding VBR

# of Institutions
1,733
Shares Held
93M
Call Options Held
44.4K
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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