My Personal Cfo, LLC Vanguard Small Cap Value ETF Transaction History

My Personal Cfo, LLC

  • $175 Million
  • Q2 2024

A detailed history of My Personal Cfo, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, My Personal Cfo, LLC holds 2,240 shares of VBR stock, worth $446,947. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,240
Previous 2,312 3.11%
Holding current value
$446,947
Previous $443,000 7.9%
% of portfolio
0.23%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$177.65 - $191.11 $12,790 - $13,759
-72 Reduced 3.11%
2,240 $408,000
Q1 2024

Apr 24, 2024
BUY
$172.45 - $191.88 $1,034 - $1,151
6 Added 0.26%
2,312 $443,000
Q4 2023

Jan 22, 2024
BUY
$149.18 - $181.94 $87,867 - $107,162
589 Added 34.3%
2,306 $415,000
Q3 2023

Nov 06, 2023
BUY
$157.33 - $174.39 $629 - $697
4 Added 0.23%
1,717 $273,000
Q2 2023

Jul 12, 2023
BUY
$150.74 - $165.4 $602 - $661
4 Added 0.23%
1,713 $283,000
Q1 2023

Apr 21, 2023
BUY
$150.22 - $177.69 $600 - $710
4 Added 0.23%
1,709 $271,000
Q4 2022

Jan 11, 2023
BUY
$147.25 - $169.54 $251,061 - $289,065
1,705 New
1,705 $0

Others Institutions Holding VBR

# of Institutions
1,464
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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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