Sightline Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Sightline Wealth Advisors, LLC

  • $152 Million
  • Q1 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 3,644 shares of VBR stock, worth $661,495. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,644
Previous 3,003 21.35%
Holding current value
$661,495
Previous $540,000 29.44%
% of portfolio
0.46%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$172.45 - $191.88 $110,540 - $122,995
641 Added 21.35%
3,644 $699,000
Q4 2023

Jan 23, 2024
BUY
$149.18 - $181.94 $895 - $1,091
6 Added 0.2%
3,003 $540,000
Q3 2023

Nov 01, 2023
BUY
$157.33 - $174.39 $175,108 - $194,096
1,113 Added 59.08%
2,997 $477,000
Q1 2023

May 02, 2023
BUY
$150.22 - $177.69 $283,014 - $334,767
1,884 New
1,884 $299,000

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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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