Beta Wealth Group, Inc. Vanguard Ftse Developed Market Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$36.19 - $43.78 $227,454 - $275,157	6,285 Added 4.02%	162,697 $6.83 Million
Q3 2022 Nov 01, 2022	SELL	$36.19 - $43.74 $35,285 - $42,646	-975 Reduced 0.62%	156,412 $5.69 Million
Q2 2022 Aug 05, 2022	BUY	$40.38 - $48.66 $242,239 - $291,911	5,999 Added 3.96%	157,387 $6.42 Million
Q1 2022 May 12, 2022	BUY	$44.13 - $51.72 $137,862 - $161,573	3,124 Added 2.11%	151,388 $7.27 Million
Q3 2021 Nov 12, 2021	BUY	$50.07 - $53.43 $373,922 - $399,015	7,468 Added 5.3%	148,264 $7.49 Million
Q2 2021 Aug 16, 2021	BUY	$49.75 - $53.3 $257,456 - $275,827	5,175 Added 3.82%	140,796 $7.25 Million
Q1 2021 May 11, 2021	BUY	$46.87 - $50.05 $6.36 Million - $6.79 Million	135,621 New	135,621 $6.66 Million

Others Institutions Holding VEA

# of Institutions

2,382

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.