Quantum Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Quantum Financial Advisors, LLC

  • $410 Million
  • Q2 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 3,753 shares of VBR stock, worth $744,482. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,753
Previous 3,753 -0.0%
Holding current value
$744,482
Previous $720,000 5.0%
% of portfolio
0.17%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$149.18 - $181.94 $11,188 - $13,645
75 Added 2.04%
3,753 $675,000
Q3 2023

Nov 29, 2023
BUY
$157.33 - $174.39 $314 - $348
2 Added 0.05%
3,678 $586,000
Q2 2023

Aug 10, 2023
SELL
$150.74 - $165.4 $169,281 - $185,744
-1,123 Reduced 23.4%
3,676 $608,000
Q4 2022

Jan 17, 2023
SELL
$147.25 - $169.54 $147 - $169
-1 Reduced 0.02%
4,799 $0
Q2 2022

Aug 15, 2022
BUY
$146.67 - $178.24 $704,015 - $855,552
4,800 New
4,800 $803,000

Others Institutions Holding VBR

# of Institutions
1,463
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
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email