Key Client Fiduciary Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Key Client Fiduciary Advisors, LLC

  • $196 Million
  • Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,164 shares of VBR stock, worth $411,008. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,164
Previous 2,136 1.31%
Holding current value
$411,008
Previous $423,000 5.2%
% of portfolio
0.2%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$183.02 - $207.75 $5,124 - $5,817
28 Added 1.31%
2,164 $401,000
Q4 2024

Jan 17, 2025
BUY
$197.36 - $217.3 $9,275 - $10,213
47 Added 2.25%
2,136 $423,000
Q3 2024

Oct 18, 2024
SELL
$179.99 - $201.6 $40,677 - $45,561
-226 Reduced 9.76%
2,089 $419,000
Q2 2024

Jul 16, 2024
BUY
$177.65 - $191.11 $2,131 - $2,293
12 Added 0.52%
2,315 $422,000
Q1 2024

Apr 15, 2024
BUY
$172.45 - $191.88 $9,484 - $10,553
55 Added 2.45%
2,303 $441,000
Q4 2023

Jan 09, 2024
SELL
$149.18 - $181.94 $18,647 - $22,742
-125 Reduced 5.27%
2,248 $404,000
Q3 2023

Nov 14, 2023
BUY
$157.33 - $174.39 $83,699 - $92,775
532 Added 28.9%
2,373 $378,000
Q2 2023

Jul 13, 2023
BUY
$150.74 - $165.4 $14,772 - $16,209
98 Added 5.62%
1,841 $304,000
Q1 2023

Apr 25, 2023
BUY
$150.22 - $177.69 $261,833 - $309,713
1,743 New
1,743 $276,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
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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