New England Private Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History

New England Private Wealth Advisors LLC

  • $606 Million
  • Q3 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 1,605 shares of VBR stock, worth $330,918. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,605
Previous 1,243 29.12%
Holding current value
$330,918
Previous $226,000 42.48%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$179.99 - $201.6 $65,156 - $72,979
362 Added 29.12%
1,605 $322,000
Q1 2024

May 08, 2024
BUY
$172.45 - $191.88 $1,034 - $1,151
6 Added 0.49%
1,243 $238,000
Q4 2023

Feb 02, 2024
BUY
$149.18 - $181.94 $184,535 - $225,059
1,237 New
1,237 $222,000
Q2 2023

Aug 11, 2023
BUY
$150.74 - $165.4 $187,671 - $205,923
1,245 New
1,245 $205,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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