A detailed history of Wetherby Asset Management Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 1,070 shares of VBR stock, worth $194,237. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,070
Holding current value
$194,237
% of portfolio
0.01%

Shares

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

May 15, 2024

BUY
$172.45 - $191.88 $184,521 - $205,311
1,070 New
1,070 $205,000
Q3 2022

Nov 14, 2022

BUY
N/A
4,870 New
4,870 $698,000
Q1 2018

May 04, 2018

SELL
N/A
-1,166 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
N/A
1,166
1,166 $149,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.