Westmount Partners, LLC Vanguard Small Cap Value ETF Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Westmount Partners, LLC holds 1,076 shares of VBR stock, worth $221,408. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,076

Previous 1,213 11.29%

Holding current value

$221,408

Previous $244 Million 12.45%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$197.36 - $217.3 $27,038 - $29,770	-137 Reduced 11.29%	1,076 $213 Million
Q3 2024 Jan 13, 2025	BUY	$179.99 - $201.6 $218,327 - $244,540	1,213 New	1,213 $244 Million
Q2 2024 Jan 28, 2025	SELL	$177.65 - $191.11 $275,357 - $296,220	-1,550 Closed	0 $0
Q1 2024 Jan 28, 2025	BUY	$172.45 - $191.88 $39,491 - $43,940	229 Added 17.34%	1,550 $297 Million
Q4 2023 Jan 28, 2025	BUY	$149.18 - $181.94 $447 - $545	3 Added 0.23%	1,321 $238 Million
Q3 2023 Jan 28, 2025	BUY	$157.33 - $174.39 $471 - $523	3 Added 0.23%	1,318 $210 Million
Q2 2023 Jan 28, 2025	BUY	$150.74 - $165.4 $36,026 - $39,530	239 Added 22.21%	1,315 $218 Million
Q1 2023 Jan 29, 2025	BUY	$150.22 - $177.69 $35,451 - $41,934	236 Added 21.93%	1,312 $208 Million
Q4 2022 Jan 28, 2025	BUY	$147.25 - $169.54 $34,309 - $39,502	233 Added 21.65%	1,309 $208 Million

Others Institutions Holding VBR

# of Institutions

1,584

Shares Held

94M

Call Options Held

53.2K

Put Options Held

22.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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Westmount Partners, LLC Vanguard Small Cap Value ETF Transaction History