Beaird Harris Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 10,226 shares of VBR stock, worth $2.12 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,226
Previous 10,597 3.5%
Holding current value
$2.12 Million
Previous $2.03 Million 8.21%
% of portfolio
0.18%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$177.65 - $191.11 $65,908 - $70,901
-371 Reduced 3.5%
10,226 $1.87 Million
Q1 2024

May 15, 2024
SELL
$172.45 - $191.88 $43,112 - $47,970
-250 Reduced 2.3%
10,597 $2.03 Million
Q4 2023

Feb 27, 2024
BUY
$149.18 - $181.94 $11,337 - $13,827
76 Added 0.71%
10,847 $1.95 Million
Q3 2023

Nov 15, 2023
SELL
$157.33 - $174.39 $20,924 - $23,193
-133 Reduced 1.22%
10,771 $1.72 Million
Q2 2023

Jul 26, 2023
SELL
$150.74 - $165.4 $1,808 - $1,984
-12 Reduced 0.11%
10,904 $1.8 Million
Q1 2023

Apr 24, 2023
BUY
$150.22 - $177.69 $11,867 - $14,037
79 Added 0.73%
10,916 $1.73 Million
Q4 2022

Feb 14, 2023
SELL
$147.25 - $169.54 $139,593 - $160,723
-948 Reduced 8.04%
10,837 $1.72 Million
Q3 2022

Nov 02, 2022
SELL
$143.4 - $172.87 $35,850 - $43,217
-250 Reduced 2.08%
11,785 $1.69 Million
Q2 2022

Aug 12, 2022
BUY
$146.67 - $178.24 $73,041 - $88,763
498 Added 4.32%
12,035 $1.8 Million
Q1 2022

May 27, 2022
SELL
$165.62 - $182.58 $828 - $912
-5 Reduced 0.04%
11,537 $2.03 Million
Q4 2021

May 17, 2022
BUY
$168.72 - $185.72 $1.95 Million - $2.14 Million
11,542 New
11,542 $2.06 Million

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
93.4M
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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