Vanguard Personalized Indexing Management, LLC Vanguard Small Cap Value ETF Transaction History

Vanguard Personalized Indexing Management, LLC

  • $6.09 Billion
  • Q3 2024

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 2,042 shares of VBR stock, worth $406,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,042
Previous 2,025 0.84%
Holding current value
$406,378
Previous $369,000 10.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$179.99 - $201.6 $3,059 - $3,427
17 Added 0.84%
2,042 $409,000
Q4 2023

Feb 07, 2024
BUY
$149.18 - $181.94 $302,089 - $368,428
2,025 New
2,025 $364,000
Q4 2022

Feb 10, 2023
BUY
$147.25 - $169.54 $112,940 - $130,037
767 Added 21.41%
4,349 $690,000
Q3 2022

Nov 14, 2022
BUY
$143.4 - $172.87 $12,762 - $15,385
89 Added 2.55%
3,582 $514,000
Q2 2022

Aug 09, 2022
SELL
$146.67 - $178.24 $4,400 - $5,347
-30 Reduced 0.85%
3,493 $523,000
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $49,686 - $54,774
300 Added 9.31%
3,523 $620,000
Q3 2021

Nov 09, 2021
BUY
$162.66 - $175.73 $4,066 - $4,393
25 Added 0.78%
3,223 $546,000
Q4 2020

Jan 20, 2021
BUY
$111.89 - $142.79 $357,824 - $456,642
3,198 New
3,198 $455,000
Q4 2020

Jan 19, 2021
SELL
$111.89 - $142.79 $758,054 - $967,402
-6,775 Closed
0 $0
Q3 2020

Oct 26, 2020
BUY
$102.46 - $117.9 $694,166 - $798,772
6,775 New
6,775 $750,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, LLC 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 Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email