True Private Wealth Advisors Vanguard Small Cap Value ETF Transaction History

True Private Wealth Advisors

  • $857 Million
  • Q1 2024

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 4,522 shares of VBR stock, worth $820,878. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,522
Previous 3,746 20.72%
Holding current value
$820,878
Previous $674,000 28.64%
% of portfolio
0.1%
Previous 0.09%

Shares

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

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
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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