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

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 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 4,446 shares of VBR stock, worth $951,532. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,446
Previous 4,138 7.44%
Holding current value
$951,532
Previous $755 Million 18.21%
% of portfolio
0.36%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,541
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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