A detailed history of Bell Investment Advisors, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 2,274 shares of VBR stock, worth $454,004. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,274
Previous 2,089 8.86%
Holding current value
$454,004
Previous $381,000 19.69%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$179.99 - $201.6 $33,298 - $37,296
185 Added 8.86%
2,274 $456,000
Q2 2024

Aug 07, 2024

BUY
$177.65 - $191.11 $47,432 - $51,026
267 Added 14.65%
2,089 $381,000
Q1 2024

May 08, 2024

BUY
$172.45 - $191.88 $7,932 - $8,826
46 Added 2.59%
1,822 $349,000
Q4 2023

Feb 14, 2024

BUY
$149.18 - $181.94 $8,055 - $9,824
54 Added 3.14%
1,776 $319,000
Q3 2023

Nov 08, 2023

BUY
$157.33 - $174.39 $4,877 - $5,406
31 Added 1.83%
1,722 $274,000
Q2 2023

Aug 09, 2023

BUY
$150.74 - $165.4 $4,974 - $5,458
33 Added 1.99%
1,691 $279,000
Q1 2023

May 10, 2023

BUY
$150.22 - $177.69 $3,154 - $3,731
21 Added 1.28%
1,658 $263,000
Q4 2022

Feb 08, 2023

BUY
$147.25 - $169.54 $147 - $169
1 Added 0.06%
1,637 $259,000
Q3 2022

Nov 09, 2022

SELL
$143.4 - $172.87 $3,441 - $4,148
-24 Reduced 1.45%
1,636 $235,000
Q2 2022

Aug 12, 2022

BUY
$146.67 - $178.24 $4,546 - $5,525
31 Added 1.9%
1,660 $249,000
Q4 2021

Feb 14, 2022

BUY
$168.72 - $185.72 $2,868 - $3,157
17 Added 1.05%
1,629 $291,000
Q3 2021

Nov 12, 2021

BUY
$162.66 - $175.73 $262,207 - $283,276
1,612 New
1,612 $273,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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