Hoxton Planning & Management, LLC Vanguard Small Cap Value ETF Transaction History

Hoxton Planning & Management, LLC

  • $207 Million
  • Q1 2024

A detailed history of Hoxton Planning & Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 3,081 shares of VBR stock, worth $559,447. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,081
Previous 3,076 0.16%
Holding current value
$559,447
Previous $554,000 6.68%
% of portfolio
0.28%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$172.45 - $191.88 $862 - $959
5 Added 0.16%
3,081 $591,000
Q4 2023

Jan 30, 2024
SELL
$149.18 - $181.94 $52,063 - $63,497
-349 Reduced 10.19%
3,076 $554,000
Q3 2023

Oct 26, 2023
SELL
$157.33 - $174.39 $7,866 - $8,719
-50 Reduced 1.44%
3,425 $546,000
Q2 2023

Jul 20, 2023
SELL
$150.74 - $165.4 $199,881 - $219,320
-1,326 Reduced 27.62%
3,475 $575 Million
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $91,634 - $108,390
-610 Reduced 11.27%
4,801 $762 Million
Q4 2022

Jan 25, 2023
BUY
$156.49 - $169.54 $846,767 - $917,380
5,411 New
5,411 $859 Million

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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 Hoxton Planning & Management, LLC Portfolio

Follow Hoxton Planning & Management, 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 Hoxton Planning & Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoxton Planning & Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email