Minot Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Minot Wealth Management LLC

  • $389 Million
  • Q2 2022

A detailed history of Minot Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Minot Wealth Management LLC holds 2,503 shares of VBR stock, worth $525,855. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,503
Previous 2,103 19.02%
Holding current value
$525,855
Previous $370,000 1.35%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Jul 12, 2022
BUY
$146.67 - $178.24 $58,667 - $71,296
400 Added 19.02%
2,503 $375,000
Q1 2022

Apr 14, 2022
BUY
$165.62 - $182.58 $22,524 - $24,830
136 Added 6.91%
2,103 $370,000
Q4 2021

Jan 20, 2022
BUY
$168.72 - $185.72 $4,386 - $4,828
26 Added 1.34%
1,967 $352,000
Q3 2021

Oct 25, 2021
BUY
$162.66 - $175.73 $48,798 - $52,719
300 Added 18.28%
1,941 $329,000
Q2 2021

Jul 19, 2021
BUY
$166.46 - $180.76 $3,162 - $3,434
19 Added 1.17%
1,641 $280,000
Q4 2020

Jan 28, 2021
BUY
$111.89 - $142.79 $181,485 - $231,605
1,622 New
1,622 $231,000

Others Institutions Holding VBR

# of Institutions
1,755
Shares Held
91.5M
Call Options Held
58.1K
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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