White Knight Strategic Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

White Knight Strategic Wealth Advisors, LLC

$106 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$146.67 - $178.24 $173,217 - $210,501	-1,181 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$165.62 - $182.58 $17,886 - $19,718	-108 Reduced 8.38%	1,181 $208,000
Q4 2021 Jan 14, 2022	BUY	$168.72 - $185.72 $217,480 - $239,393	1,289 New	1,289 $231,000

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.98 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$824 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$811 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$798 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$514 Million
0.49% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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