Bdo Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,298 shares of VBR stock, worth $593,574. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,298
Previous 3,298 -0.0%
Holding current value
$593,574
Previous $523,000 4.21%
% of portfolio
0.06%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
SELL
$150.22 - $177.69 $68,350 - $80,848
-455 Reduced 12.12%
3,298 $523,000
Q3 2022

Nov 02, 2022
SELL
$143.4 - $172.87 $78,439 - $94,559
-547 Reduced 12.72%
3,753 $538,000
Q2 2022

Aug 25, 2022
BUY
$146.67 - $178.24 $146 - $178
1 Added 0.02%
4,300 $644,000
Q1 2022

May 06, 2022
BUY
$165.62 - $182.58 $198,247 - $218,548
1,197 Added 38.59%
4,299 $756,000
Q4 2021

Feb 11, 2022
SELL
$168.72 - $185.72 $86,384 - $95,088
-512 Reduced 14.17%
3,102 $555,000
Q3 2021

Nov 09, 2021
SELL
$162.66 - $175.73 $50,099 - $54,124
-308 Reduced 7.85%
3,614 $612,000
Q2 2021

Sep 03, 2021
SELL
$166.46 - $180.76 $33,125 - $35,971
-199 Reduced 4.83%
3,922 $681,000
Q1 2021

May 14, 2021
SELL
$139.89 - $172.72 $291,530 - $359,948
-2,084 Reduced 33.59%
4,121 $683,000
Q4 2020

Feb 12, 2021
SELL
$111.89 - $142.79 $270,885 - $345,694
-2,421 Reduced 28.07%
6,205 $882,000
Q3 2020

Nov 12, 2020
SELL
$102.46 - $117.9 $355,638 - $409,230
-3,471 Reduced 28.69%
8,626 $954,000
Q2 2020

Aug 14, 2020
SELL
$81.16 - $120.46 $26,052 - $38,667
-321 Reduced 2.58%
12,097 $1.29 Million
Q1 2020

May 15, 2020
BUY
$75.8 - $139.04 $13,113 - $24,053
173 Added 1.41%
12,418 $1.1 Million
Q4 2019

Feb 14, 2020
SELL
$123.74 - $138.15 $244,757 - $273,260
-1,978 Reduced 13.91%
12,245 $1.68 Million
Q3 2019

Nov 12, 2019
SELL
$128.22 - $131.67 $131,938 - $135,488
-1,029 Reduced 6.75%
14,223 $1.83 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-395 Reduced 2.52%
15,252 $1.99 Million
Q1 2019

May 15, 2019
SELL
N/A
-4,490 Reduced 22.3%
15,647 $2.01 Million
Q4 2018

Feb 14, 2019
BUY
N/A
19,621 Added 3802.52%
20,137 $2.3 Million
Q2 2018

Aug 27, 2018
BUY
N/A
358 Added 226.58%
516 $70,000
Q1 2018

May 23, 2018
BUY
N/A
158 New
158 $20,000

Others Institutions Holding VBR

# of Institutions
1,693
Shares Held
95.1M
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
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