Spectrum Investment Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Spectrum Investment Advisors, Inc.

$150 Billion
Q4 2024

A detailed history of Spectrum Investment Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 40,287 shares of VBR stock, worth $7.58 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares

40,287

Previous 39,625 1.67%

Holding current value

$7.58 Million

Previous $7.96 Billion 0.35%

% of portfolio

5.33%

Previous 5.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$197.36 - $217.3 $130,652 - $143,852	662 Added 1.67%	40,287 $7.98 Billion
Q3 2024 Nov 06, 2024	BUY	$179.99 - $201.6 $36,537 - $40,924	203 Added 0.51%	39,625 $7.96 Billion
Q2 2024 Jul 31, 2024	BUY	$177.65 - $191.11 $40,504 - $43,573	228 Added 0.58%	39,422 $7.2 Billion
Q1 2024 May 06, 2024	BUY	$172.45 - $191.88 $172,105 - $191,496	998 Added 2.61%	39,194 $7.52 Billion
Q4 2023 Feb 07, 2024	BUY	$149.18 - $181.94 $5.7 Million - $6.95 Million	38,196 New	38,196 $6.87 Billion

Others Institutions Holding VBR

# of Institutions

1,708

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Spectrum Investment Advisors, Inc. Vanguard Small Cap Value ETF Transaction History