Libra Wealth LLC Vanguard Small Cap Value ETF Transaction History

Libra Wealth LLC

$228 Million
Q1 2024

A detailed history of Libra Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Libra Wealth LLC holds 3,385 shares of VBR stock, worth $614,648. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,385

Previous 3,385 -0.0%

Holding current value

$614,648

Previous $609,000 6.57%

% of portfolio

0.28%

Previous 0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	BUY	N/A	3,385 New	3,385 $485,000

Others Institutions Holding VBR

# of Institutions

1,446

Shares Held

88.9M

Call Options Held

62.7K

Put Options Held

18.5K

Bank Of America Corp Charlotte, NC

15.8M
Shares

$2.86 Billion
0.29% of portfolio
Betterment LLC New York, NY

4.26M
Shares

$774 Million
2.2% of portfolio
Morgan Stanley New York, NY

4.16M
Shares

$756 Million
0.06% of portfolio
Assetmark, Inc

3.53M
Shares

$642 Million
2.22% of portfolio
Jones Financial Companies Lllp

3.04M
Shares

$551 Million
0.79% of portfolio

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About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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