Wmg Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,020 shares of VBR stock, worth $211,170. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,020
Holding current value
$211,170
% of portfolio
0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$179.99 - $201.6 $183,589 - $205,632
1,020 New
1,020 $204,000
Q2 2022

Aug 08, 2022
SELL
$146.67 - $178.24 $196,831 - $239,198
-1,342 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$165.62 - $182.58 $13,746 - $15,154
83 Added 6.59%
1,342 $236,000
Q4 2021

Feb 14, 2022
BUY
$168.72 - $185.72 $212,418 - $233,821
1,259 New
1,259 $225,000

Others Institutions Holding VBR

# of Institutions
1,533
Shares Held
93.3M
Call Options Held
50.5K
Put Options Held
21.2K
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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