A detailed history of Stone Asset Management Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Stone Asset Management Inc. holds 13,423 shares of VBR stock, worth $2.58 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
13,423
Previous 44,154 69.6%
Holding current value
$2.58 Million
Previous $7.01 Million 69.6%
% of portfolio
3.41%
Previous 4.35%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023

SELL
$150.22 - $177.69 $4.62 Million - $5.46 Million
-30,731 Reduced 69.6%
13,423 $2.13 Million
Q4 2022

Jan 25, 2023

BUY
$156.49 - $169.54 $15,649 - $16,954
100 Added 0.23%
44,154 $0
Q3 2022

Oct 20, 2022

BUY
N/A
627 Added 1.44%
44,054 $6.32 Million
Q2 2022

Jul 11, 2022

SELL
N/A
-241 Reduced 0.55%
43,427 $6.51 Million
Q1 2022

Apr 11, 2022

BUY
N/A
1,396 Added 3.3%
43,668 $7.68 Million
Q4 2021

Jan 31, 2022

BUY
N/A
42,272 New
42,272 $7.56 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Stone Asset Management Inc. Portfolio

Follow Stone Asset Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Asset Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Asset Management Inc. with notifications on news.