A detailed history of Rise Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rise Advisors, LLC holds 398 shares of VBR stock, worth $79,010. This represents 0.04% of its overall portfolio holdings.

Number of Shares
398
Previous 1,117 64.37%
Holding current value
$79,010
Previous $224,000 65.18%
% of portfolio
0.04%
Previous 0.11%

Shares

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

Jan 07, 2025

SELL
$197.36 - $217.3 $141,901 - $156,238
-719 Reduced 64.37%
398 $78,000
Q3 2024

Oct 11, 2024

BUY
$179.99 - $201.6 $1,979 - $2,217
11 Added 0.99%
1,117 $224,000
Q1 2024

Apr 09, 2024

SELL
$172.45 - $191.88 $26,902 - $29,933
-156 Reduced 12.36%
1,106 $212,000
Q4 2023

Jan 10, 2024

SELL
$149.18 - $181.94 $9,099 - $11,098
-61 Reduced 4.61%
1,262 $227,000
Q3 2023

Oct 10, 2023

SELL
$157.33 - $174.39 $293,263 - $325,062
-1,864 Reduced 58.49%
1,323 $211,000
Q2 2023

Jul 10, 2023

SELL
$150.74 - $165.4 $3,165 - $3,473
-21 Reduced 0.65%
3,187 $527,000
Q1 2023

Apr 05, 2023

BUY
$150.22 - $177.69 $8,412 - $9,950
56 Added 1.78%
3,208 $509,000
Q4 2022

Jan 06, 2023

SELL
$147.25 - $169.54 $217,782 - $250,749
-1,479 Reduced 31.94%
3,152 $0
Q3 2022

Oct 11, 2022

BUY
$143.4 - $172.87 $2,437 - $2,938
17 Added 0.37%
4,631 $664,000
Q2 2022

Jul 28, 2022

SELL
$146.67 - $178.24 $293 - $356
-2 Reduced 0.04%
4,614 $691,000
Q1 2022

Apr 22, 2022

SELL
$165.62 - $182.58 $7,618 - $8,398
-46 Reduced 0.99%
4,616 $812,000
Q4 2021

Feb 24, 2022

BUY
$168.72 - $185.72 $786,572 - $865,826
4,662 New
4,662 $834 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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