United Advisor Group, LLC Vanguard Small Cap Value ETF Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 4,419 shares of VBR stock, worth $820,078. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,419
Previous 6,500 32.02%
Holding current value
$820,078
Previous $1.31 Million 32.95%
% of portfolio
0.18%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
SELL
$197.36 - $217.3 $410,706 - $452,201
-2,081 Reduced 32.02%
4,419 $875,000
Q3 2024

Oct 30, 2024
BUY
$179.99 - $201.6 $528,990 - $592,502
2,939 Added 82.53%
6,500 $1.31 Million
Q2 2024

Aug 08, 2024
SELL
$177.65 - $191.11 $344,996 - $371,135
-1,942 Reduced 35.29%
3,561 $649,000
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $302,132 - $336,173
1,752 Added 46.71%
5,503 $1.06 Million
Q4 2023

Feb 15, 2024
BUY
$149.18 - $181.94 $559,574 - $682,456
3,751 New
3,751 $675,000

Others Institutions Holding VBR

# of Institutions
1,712
Shares Held
95.9M
Call Options Held
56.1K
Put Options Held
9.5K
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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