Milestone Investment Advisors LLC Vanguard Small Cap Value ETF Transaction History

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

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 1,939 shares of VBR stock, worth $369,825. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,939
Previous 2,193 11.58%
Holding current value
$369,825
Previous $434,000 16.82%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Apr 28, 2025
SELL
$183.02 - $207.75 $46,487 - $52,768
-254 Reduced 11.58%
1,939 $361,000
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

# of Institutions
1,705
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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