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

Bbjs Financial Advisors, LLC

$280 Billion
Q1 2024

A detailed history of Bbjs Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bbjs Financial Advisors, LLC holds 86,556 shares of VBR stock, worth $15.8 Million. This represents 5.92% of its overall portfolio holdings.

Number of Shares

86,556

Previous 77,888 11.13%

Holding current value

$15.8 Million

Previous $14 Billion 18.48%

% of portfolio

5.92%

Previous 4.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$172.45 - $191.88 $1.49 Million - $1.66 Million	8,668 Added 11.13%	86,556 $16.6 Billion
Q4 2023 Feb 28, 2024	BUY	$149.18 - $181.94 $410,095 - $500,153	2,749 Added 3.66%	77,888 $14 Billion
Q3 2023 Nov 08, 2023	BUY	$157.33 - $174.39 $795,303 - $881,541	5,055 Added 7.21%	75,139 $12 Billion
Q2 2023 Aug 03, 2023	SELL	$150.74 - $165.4 $45,071 - $49,454	-299 Reduced 0.42%	70,084 $11.6 Billion
Q1 2023 May 15, 2023	SELL	$150.22 - $177.69 $104,102 - $123,139	-693 Reduced 0.98%	70,383 $11.2 Billion

Q4 2022 Feb 24, 2023	BUY	$156.49 - $169.54 $11.1 Million - $12.1 Million	71,076 New	71,076 $11.3 Billion

Others Institutions Holding VBR

# of Institutions

1,445

Shares Held

88.9M

Call Options Held

62.7K

Put Options Held

18.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bbjs Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bbjs Financial Advisors, LLC with notifications on news.

Account

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