Schneider Downs Wealth Management Advisors, LP Vanguard Small Cap Value ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $478 Million
  • Q3 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,220 shares of VBR stock, worth $251,539. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,220
Previous 1,218 0.16%
Holding current value
$251,539
Previous $222,000 9.91%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 06, 2024
BUY
$179.99 - $201.6 $359 - $403
2 Added 0.16%
1,220 $244,000
Q1 2024

May 08, 2024
SELL
$172.45 - $191.88 $17,762 - $19,763
-103 Reduced 7.8%
1,218 $233,000
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $197,066 - $240,342
1,321 New
1,321 $237,000
Q2 2023

Jul 31, 2023
BUY
$150.74 - $165.4 $183,299 - $201,126
1,216 New
1,216 $201,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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