Investment Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History

Investment Advisory Group, LLC

  • $254 Million
  • Q2 2024

A detailed history of Investment Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 1,340 shares of VBR stock, worth $261,996. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,340
Previous 1,340 -0.0%
Holding current value
$261,996
Previous $257,000 5.06%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023
SELL
$150.74 - $165.4 $10,853 - $11,908
-72 Reduced 5.1%
1,340 $221,000
Q4 2022

Jan 19, 2023
BUY
$147.25 - $169.54 $207,917 - $239,390
1,412 New
1,412 $0
Q4 2021

Feb 11, 2022
BUY
$168.72 - $185.72 $226,084 - $248,864
1,340 New
1,340 $233,000

Others Institutions Holding VBR

# of Institutions
1,462
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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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