Investmark Advisory Group LLC Vanguard Small Cap Value ETF Transaction History

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024

A detailed history of Investmark Advisory Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 2,539 shares of VBR stock, worth $487,361. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,539
Previous 2,525 0.55%
Holding current value
$487,361
Previous $506,000 0.59%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Feb 18, 2025
BUY
$197.36 - $217.3 $2,763 - $3,042
14 Added 0.55%
2,539 $503,000
Q3 2024

Nov 14, 2024
BUY
$179.99 - $201.6 $899 - $1,008
5 Added 0.2%
2,525 $506,000
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $177 - $191
-1 Reduced 0.04%
2,520 $459,000
Q1 2024

May 17, 2024
BUY
$172.45 - $191.88 $3,793 - $4,221
22 Added 0.88%
2,521 $483,000
Q4 2023

Feb 14, 2024
BUY
$149.18 - $181.94 $372,800 - $454,668
2,499 New
2,499 $449,000
Q4 2021

May 03, 2022
BUY
$168.72 - $185.72 $62,426 - $68,716
370 New
370 $66,000

Others Institutions Holding VBR

# of Institutions
1,705
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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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