Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Small Cap Value ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$150.74 - $165.4 $41,453 - $45,485	275 New	275 $45,000
Q4 2019 Jan 22, 2020	SELL	$123.74 - $138.15 $8,661 - $9,670	-70 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$128.22 - $131.67 $8,975 - $9,216	70 New	70 $9,000

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.98 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$824 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$811 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$798 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$514 Million
0.49% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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