Vista Wealth Management Group, LLC Vanguard Small Cap Value ETF Transaction History

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,204 shares of VBR stock, worth $230,289. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,204
Previous 1,209 0.41%
Holding current value
$230,289
Previous $242,000 1.65%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 27, 2025
SELL
$197.36 - $217.3 $986 - $1,086
-5 Reduced 0.41%
1,204 $238,000
Q3 2024

Nov 06, 2024
BUY
$179.99 - $201.6 $217,607 - $243,734
1,209 New
1,209 $242,000

Others Institutions Holding VBR

# of Institutions
1,706
Shares Held
96.2M
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
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, 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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email