Level Financial Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Level Financial Advisors, Inc.

  • $210 Million
  • Q1 2024

A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 6,529 shares of VBR stock, worth $1.19 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,529
Previous 6,776 3.65%
Holding current value
$1.19 Million
Previous $1.22 Million 2.71%
% of portfolio
0.6%
Previous 0.62%

Shares

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

Apr 19, 2024
SELL
$172.45 - $191.88 $42,595 - $47,394
-247 Reduced 3.65%
6,529 $1.25 Million
Q4 2023

Jan 22, 2024
SELL
$149.18 - $181.94 $9,845 - $12,008
-66 Reduced 0.96%
6,776 $1.22 Million
Q3 2023

Oct 18, 2023
SELL
$157.33 - $174.39 $25,959 - $28,774
-165 Reduced 2.35%
6,842 $1.09 Million
Q2 2023

Jul 14, 2023
SELL
$150.74 - $165.4 $69,038 - $75,753
-458 Reduced 6.14%
7,007 $1.16 Million
Q1 2023

Apr 10, 2023
SELL
$150.22 - $177.69 $263,485 - $311,668
-1,754 Reduced 19.03%
7,465 $1.19 Million
Q4 2022

Jan 23, 2023
SELL
$156.49 - $169.54 $1.16 Million - $1.25 Million
-7,397 Reduced 44.52%
9,219 $0
Q3 2022

Oct 18, 2022
BUY
N/A
593 Added 3.7%
16,616 $2.38 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-244 Reduced 1.5%
16,023 $2.4 Million
Q1 2022

Apr 08, 2022
BUY
N/A
617 Added 3.94%
16,267 $2.86 Million
Q4 2021

Jan 20, 2022
BUY
N/A
15,650 New
15,650 $2.8 Million

Others Institutions Holding VBR

# of Institutions
1,448
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
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