A detailed history of Insigneo Advisory Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Insigneo Advisory Services, LLC holds 2,928 shares of VBR stock, worth $576,552. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,928
Previous 2,635 11.12%
Holding current value
$576,552
Previous $474 Million 18.47%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 15, 2024

BUY
$172.45 - $191.88 $50,527 - $56,220
293 Added 11.12%
2,928 $562 Million
Q4 2023

Feb 14, 2024

BUY
$149.18 - $181.94 $63,699 - $77,688
427 Added 19.34%
2,635 $474 Million
Q3 2023

Nov 14, 2023

SELL
$157.33 - $174.39 $8,653 - $9,591
-55 Reduced 2.43%
2,208 $352 Million
Q2 2023

Aug 14, 2023

SELL
$150.74 - $165.4 $69,641 - $76,414
-462 Reduced 16.95%
2,263 $374 Million
Q1 2023

May 11, 2023

SELL
$150.22 - $177.69 $120,626 - $142,685
-803 Reduced 22.76%
2,725 $433 Million
Q4 2022

Feb 13, 2023

BUY
$156.49 - $169.54 $552,096 - $598,137
3,528 New
3,528 $560 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, 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 Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.