Morris Retirement Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Morris Retirement Advisors, LLC

$180 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$157.33 - $174.39 $86,688 - $96,088	551 Added 2.71%	20,872 $3.33 Million
Q2 2023 Jul 17, 2023	SELL	$150.74 - $165.4 $624,666 - $685,417	-4,144 Reduced 16.94%	20,321 $3.36 Million
Q1 2023 Apr 13, 2023	BUY	$150.22 - $177.69 $25,387 - $30,029	169 Added 0.7%	24,465 $3.88 Million
Q4 2022 Feb 02, 2023	SELL	$147.25 - $169.54 $14,283 - $16,445	-97 Reduced 0.4%	24,296 $3.86 Million
Q3 2022 Oct 14, 2022	BUY	$143.4 - $172.87 $320,068 - $385,845	2,232 Added 10.07%	24,393 $3.61 Million
Q2 2022 Aug 08, 2022	BUY	$146.67 - $178.24 $3.25 Million - $3.95 Million	22,161 New	22,161 $3.32 Million
Q1 2022 May 10, 2022	SELL	$165.62 - $182.58 $3.68 Million - $4.06 Million	-22,248 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$168.72 - $185.72 $550,533 - $606,004	3,263 Added 17.19%	22,248 $3.98 Million
Q3 2021 Oct 28, 2021	BUY	$162.66 - $175.73 $3.09 Million - $3.34 Million	18,985 New	18,985 $3.21 Million

Others Institutions Holding VBR

# of Institutions

1,543

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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