Monument Group Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Monument Group Wealth Advisors, LLC

  • $135 Billion
  • Q1 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 6,983 shares of VBR stock, worth $1.36 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
6,983
Previous 7,118 1.9%
Holding current value
$1.36 Million
Previous $1.28 Billion 4.58%
% of portfolio
0.99%
Previous 1.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$172.45 - $191.88 $23,280 - $25,903
-135 Reduced 1.9%
6,983 $1.34 Billion
Q4 2023

Feb 01, 2024
BUY
$149.18 - $181.94 $1.06 Million - $1.3 Million
7,118 New
7,118 $1.28 Billion

Others Institutions Holding VBR

# of Institutions
1,444
Shares Held
89.2M
Call Options Held
62.7K
Put Options Held
14.7K
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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