A detailed history of True Private Wealth Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 12,133 shares of VBR stock, worth $2.43 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,133
Previous 4,414 174.88%
Holding current value
$2.43 Million
Previous $805,000 202.61%
% of portfolio
0.3%
Previous 0.09%

Shares

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

Nov 14, 2024

BUY
$179.99 - $201.6 $1.39 Million - $1.56 Million
7,719 Added 174.88%
12,133 $2.44 Million
Q2 2024

Jul 16, 2024

SELL
$177.65 - $191.11 $19,186 - $20,639
-108 Reduced 2.39%
4,414 $805,000
Q1 2024

Apr 25, 2024

BUY
$172.45 - $191.88 $133,821 - $148,898
776 Added 20.72%
4,522 $867,000
Q4 2023

Jan 30, 2024

SELL
$149.18 - $181.94 $274,043 - $334,223
-1,837 Reduced 32.9%
3,746 $674,000
Q3 2023

Nov 13, 2023

BUY
$157.33 - $174.39 $878,373 - $973,619
5,583 New
5,583 $890,000
Q4 2018

Jan 14, 2019

SELL
N/A
-3,108 Closed
0 $0
Q3 2018

Oct 18, 2018

BUY
N/A
875 Added 39.18%
3,108 $0
Q2 2018

Jul 13, 2018

BUY
N/A
2,233 New
2,233 $303,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


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