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

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 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 3,897 shares of VBR stock, worth $834,035. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,897
Previous 3,644 6.94%
Holding current value
$834,035
Previous $665,000 17.59%
% of portfolio
0.43%
Previous 0.41%

Shares

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

Oct 21, 2024
BUY
$179.99 - $201.6 $45,537 - $51,004
253 Added 6.94%
3,897 $782,000
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
1,541
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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