Worth Asset Management, LLC Vanguard Small Cap Value ETF Transaction History

Worth Asset Management, LLC

  • $175 Million
  • Q4 2024

A detailed history of Worth Asset Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Worth Asset Management, LLC holds 12,620 shares of VBR stock, worth $2.57 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
12,620
Holding current value
$2.57 Million
% of portfolio
1.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
BUY
$197.36 - $217.3 $2.49 Million - $2.74 Million
12,620 New
12,620 $2.5 Million
Q1 2023

Apr 12, 2023
BUY
$150.22 - $177.69 $15,622 - $18,479
104 New
104 $16,000

Others Institutions Holding VBR

# of Institutions
1,633
Shares Held
95.7M
Call Options Held
53.2K
Put Options Held
18.8K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC 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 Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email