Milestone Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 1,572 shares of VBR stock, worth $328,516. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,572
Previous 1,572 -0.0%
Holding current value
$328,516
Previous $236,000 -0.0%
% of portfolio
0.25%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
SELL
$146.67 - $178.24 $24,933 - $30,300
-170 Reduced 9.76%
1,572 $236,000
Q4 2021

Feb 16, 2022
BUY
$168.72 - $185.72 $293,910 - $323,524
1,742 New
1,742 $312,000

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
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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