A detailed history of Trifecta Capital Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 345 shares of VBR stock, worth $70,883. This represents 0.01% of its overall portfolio holdings.

Number of Shares
345
Previous 345 -0.0%
Holding current value
$70,883
Previous $67.2 Million 7.02%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
$183.02 - $207.75 $63,141 - $71,673
345 New
345 $64.2 Million
Q3 2023

Nov 01, 2023

BUY
$157.33 - $174.39 $20,924 - $23,193
133 Added 37.46%
488 $77.8 Million
Q2 2023

Aug 14, 2023

SELL
$150.74 - $165.4 $24,269 - $26,629
-161 Reduced 31.2%
355 $58.7 Million
Q1 2023

May 09, 2023

BUY
$150.22 - $177.69 $24,185 - $28,608
161 Added 45.35%
516 $81.9 Million
Q4 2022

Jan 17, 2023

BUY
$147.25 - $169.54 $52,273 - $60,186
355 New
355 $56.4 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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