Bkm Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024

A detailed history of Bkm Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 4,366 shares of VBR stock, worth $835,084. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,366
Previous 4,446 1.8%
Holding current value
$835,084
Previous $893 Million 3.07%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Jan 31, 2025
SELL
$197.36 - $217.3 $15,788 - $17,384
-80 Reduced 1.8%
4,366 $865 Million
Q3 2024

Oct 23, 2024
BUY
$179.99 - $201.6 $55,436 - $62,092
308 Added 7.44%
4,446 $893 Million
Q2 2024

Jul 24, 2024
BUY
$177.65 - $191.11 $74,080 - $79,692
417 Added 11.21%
4,138 $755 Million
Q1 2024

Apr 18, 2024
BUY
$172.45 - $191.88 $12,588 - $14,007
73 Added 2.0%
3,721 $714 Million
Q4 2023

Jan 10, 2024
BUY
$149.18 - $181.94 $544,208 - $663,717
3,648 New
3,648 $657 Million

Others Institutions Holding VBR

# of Institutions
1,706
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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 Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth 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 Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email