W.H. Cornerstone Investments Inc. Vanguard Small Cap Value ETF Transaction History

W.H. Cornerstone Investments Inc.

  • $141 Million
  • Q2 2024

A detailed history of W.H. Cornerstone Investments Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 1,363 shares of VBR stock, worth $267,706. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,363
Previous 1,363 -0.0%
Holding current value
$267,706
Previous $261,000 4.6%
% of portfolio
0.18%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$172.45 - $191.88 $1,207 - $1,343
7 Added 0.52%
1,363 $261,000
Q4 2023

Feb 06, 2024
SELL
$149.18 - $181.94 $7,160 - $8,733
-48 Reduced 3.42%
1,356 $244,000
Q3 2023

Oct 24, 2023
BUY
$157.33 - $174.39 $1,258 - $1,395
8 Added 0.57%
1,404 $224,000
Q2 2023

Jul 12, 2023
BUY
$150.74 - $165.4 $1,055 - $1,157
7 Added 0.5%
1,396 $231,000
Q1 2023

Apr 17, 2023
SELL
$150.22 - $177.69 $4,957 - $5,863
-33 Reduced 2.32%
1,389 $220,000
Q4 2022

Feb 01, 2023
BUY
$156.49 - $169.54 $469 - $508
3 Added 0.21%
1,422 $225,000
Q3 2022

Nov 09, 2022
BUY
N/A
1,419 New
1,419 $210,000

Others Institutions Holding VBR

# of Institutions
1,442
Shares Held
89.2M
Call Options Held
62.7K
Put Options Held
14.7K
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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