Bip Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Bip Wealth, LLC

$1.53 Trillion
Q1 2025

A detailed history of Bip Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bip Wealth, LLC holds 22,971 shares of VBR stock, worth $4.36 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

22,971

Previous 18,716 22.73%

Holding current value

$4.36 Million

Previous $3.71 Billion 15.37%

% of portfolio

0.28%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$183.02 - $207.75 $778,750 - $883,976	4,255 Added 22.73%	22,971 $4.28 Billion
Q4 2024 Feb 14, 2025	BUY	$197.36 - $217.3 $248,476 - $273,580	1,259 Added 7.21%	18,716 $3.71 Billion
Q3 2024 Nov 07, 2024	BUY	$179.99 - $201.6 $762,077 - $853,574	4,234 Added 32.02%	17,457 $3.51 Billion
Q2 2024 Aug 08, 2024	SELL	$177.65 - $191.11 $1.02 Million - $1.09 Million	-5,729 Reduced 30.23%	13,223 $2.41 Billion
Q1 2024 May 08, 2024	BUY	$172.45 - $191.88 $128,302 - $142,758	744 Added 4.09%	18,952 $3.64 Billion
Q4 2023 Feb 02, 2024	BUY	$149.18 - $181.94 $435,605 - $531,264	2,920 Added 19.1%	18,208 $3.28 Billion
Q3 2023 Nov 09, 2023	SELL	$157.33 - $174.39 $580,075 - $642,975	-3,687 Reduced 19.43%	15,288 $2.44 Billion
Q2 2023 Jul 27, 2023	SELL	$150.74 - $165.4 $126,018 - $138,274	-836 Reduced 4.22%	18,975 $3.14 Billion
Q1 2023 May 10, 2023	BUY	$150.22 - $177.69 $2.98 Million - $3.52 Million	19,811 New	19,811 $3.15 Billion

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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