Bell Investment Advisors, Inc Vanguard Small Cap Value ETF Transaction History

Bell Investment Advisors, Inc

  • $507 Million
  • Q2 2024

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 2,089 shares of VBR stock, worth $418,698. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,089
Previous 1,822 14.65%
Holding current value
$418,698
Previous $349,000 9.17%
% of portfolio
0.08%
Previous 0.07%

Shares

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

# of Institutions
1,463
Shares Held
90.5M
Call Options Held
44.8K
Put Options Held
20.6K
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 Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc 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 Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email