A detailed history of Rothschild Investment LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 963 shares of VBR stock, worth $206,101. This represents 0.01% of its overall portfolio holdings.

Number of Shares
963
Previous 858 12.24%
Holding current value
$206,101
Previous $157 Million 23.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 18, 2024

BUY
$179.99 - $201.6 $18,898 - $21,168
105 Added 12.24%
963 $193 Million
Q2 2024

Jul 30, 2024

BUY
$177.65 - $191.11 $152,423 - $163,972
858 New
858 $157 Million
Q1 2024

Jul 31, 2024

BUY
$172.45 - $191.88 $3,449 - $3,837
20 Added 2.39%
858 $165 Million
Q4 2023

Jul 31, 2024

SELL
$149.18 - $181.94 $2,983 - $3,638
-20 Reduced 2.33%
838 $151 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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