Quotient Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 12,071 shares of VBR stock, worth $2.32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,071
Previous 11,749 2.74%
Holding current value
$2.32 Million
Previous $2.36 Billion 1.41%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$197.36 - $217.3 $63,549 - $69,970
322 Added 2.74%
12,071 $2.39 Billion
Q3 2024

Oct 09, 2024
SELL
$179.99 - $201.6 $73,435 - $82,252
-408 Reduced 3.36%
11,749 $2.36 Billion
Q2 2024

Jul 24, 2024
SELL
$177.65 - $191.11 $944,209 - $1.02 Million
-5,315 Reduced 30.42%
12,157 $2.22 Billion
Q1 2024

May 14, 2024
SELL
$172.45 - $191.88 $2.83 Million - $3.15 Million
-16,403 Reduced 48.42%
17,472 $3.35 Billion
Q4 2023

Feb 07, 2024
BUY
$149.18 - $181.94 $5.05 Million - $6.16 Million
33,875 New
33,875 $6.1 Billion

Others Institutions Holding VBR

# of Institutions
1,705
Shares Held
96.2M
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
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, 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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email