A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,193 shares of VBR stock, worth $443,314. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,193
Previous 2,241 2.14%
Holding current value
$443,314
Previous $449,000 3.34%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

SELL
$197.36 - $217.3 $9,473 - $10,430
-48 Reduced 2.14%
2,193 $434,000
Q3 2024

Oct 30, 2024

BUY
$179.99 - $201.6 $160,191 - $179,424
890 Added 65.88%
2,241 $449,000
Q4 2022

Mar 15, 2023

BUY
$147.25 - $169.54 $198,934 - $229,048
1,351 New
1,351 $215 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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