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

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 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 $743,206. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,753
Previous 3,753 -0.0%
Holding current value
$743,206
Previous $753,000 1.33%
% of portfolio
0.15%
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
1,696
Shares Held
100M
Call Options Held
56.1K
Put Options Held
9.5K
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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