Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP VALUE ETF


  • 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.