Bcs Wealth Management Vanguard Small Cap Value ETF Transaction History

Bcs Wealth Management

  • $402 Million
  • Q4 2024

A detailed history of Bcs Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bcs Wealth Management holds 5,197 shares of VBR stock, worth $1.06 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,197
Holding current value
$1.06 Million
% of portfolio
0.26%

Shares

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

Jan 13, 2025
BUY
$197.36 - $217.3 $1.03 Million - $1.13 Million
5,197 New
5,197 $1.03 Million
Q1 2024

Apr 10, 2024
BUY
$172.45 - $191.88 $5,690 - $6,332
33 Added 0.62%
5,329 $1.02 Million
Q4 2023

Jan 11, 2024
SELL
$149.18 - $181.94 $119,045 - $145,188
-798 Reduced 13.09%
5,296 $953,000
Q3 2023

Oct 12, 2023
BUY
$157.33 - $174.39 $958,769 - $1.06 Million
6,094 New
6,094 $972,000
Q1 2023

Apr 10, 2023
BUY
$150.22 - $177.69 $108,008 - $127,759
719 Added 11.75%
6,838 $1.09 Million
Q4 2022

Jan 10, 2023
SELL
$147.25 - $169.54 $56,985 - $65,611
-387 Reduced 5.95%
6,119 $972,000
Q3 2022

Oct 07, 2022
BUY
$143.4 - $172.87 $5,305 - $6,396
37 Added 0.57%
6,506 $933,000
Q2 2022

Jul 29, 2022
BUY
$146.67 - $178.24 $33,880 - $41,173
231 Added 3.7%
6,469 $969,000
Q1 2022

Apr 28, 2022
SELL
$165.62 - $182.58 $53,992 - $59,521
-326 Reduced 4.97%
6,238 $1.1 Million
Q4 2021

Jan 18, 2022
BUY
$168.72 - $185.72 $31,381 - $34,543
186 Added 2.92%
6,564 $1.17 Million
Q3 2021

Oct 25, 2021
BUY
$162.66 - $175.73 $1.04 Million - $1.12 Million
6,378 New
6,378 $1.08 Million
Q2 2021

Jul 21, 2021
SELL
$166.46 - $180.76 $1.03 Million - $1.12 Million
-6,194 Closed
0 $0
Q1 2021

Apr 28, 2021
SELL
$139.89 - $172.72 $43,785 - $54,061
-313 Reduced 4.81%
6,194 $1.03 Million
Q4 2020

Jan 21, 2021
SELL
$111.89 - $142.79 $43,189 - $55,116
-386 Reduced 5.6%
6,507 $925,000
Q3 2020

Oct 23, 2020
SELL
$102.46 - $117.9 $79,406 - $91,372
-775 Reduced 10.11%
6,893 $763,000
Q2 2020

Jul 21, 2020
SELL
$81.16 - $120.46 $66,226 - $98,295
-816 Reduced 9.62%
7,668 $820,000
Q1 2020

Apr 10, 2020
BUY
$75.8 - $139.04 $165,319 - $303,246
2,181 Added 34.6%
8,484 $753,000
Q4 2019

Feb 10, 2020
BUY
$123.74 - $138.15 $779,933 - $870,759
6,303 New
6,303 $864,000

Others Institutions Holding VBR

# of Institutions
1,625
Shares Held
95.5M
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 Bcs Wealth Management Portfolio

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

News

Stay updated on Bcs Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email