Birchcreek Wealth Management, LLC Vanguard Industrial ETF Transaction History

Birchcreek Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 5,329 shares of VIS stock, worth $1.25 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
5,329
Previous 5,548 3.95%
Holding current value
$1.25 Million
Previous $1.22 Million 6.46%
% of portfolio
0.69%
Previous 0.73%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$212.18 - $244.15 $46,467 - $53,468
-219 Reduced 3.95%
5,329 $1.3 Million
Q4 2023

Feb 05, 2024
SELL
$183.76 - $221.15 $137,636 - $165,641
-749 Reduced 11.89%
5,548 $1.22 Million
Q3 2023

Oct 23, 2023
SELL
$193.82 - $212.6 $14,536 - $15,945
-75 Reduced 1.18%
6,297 $1.23 Million
Q2 2023

Jul 20, 2023
BUY
$182.94 - $205.53 $63,114 - $70,907
345 Added 5.72%
6,372 $1.31 Million
Q1 2023

May 01, 2023
SELL
$181.58 - $196.87 $41,218 - $44,689
-227 Reduced 3.63%
6,027 $1.15 Million
Q4 2022

Feb 06, 2023
BUY
$176.01 - $191.74 $123,735 - $134,793
703 Added 12.66%
6,254 $1.14 Million
Q3 2022

Nov 14, 2022
BUY
N/A
500 Added 9.9%
5,551 $875,000
Q2 2022

Aug 12, 2022
BUY
N/A
508 Added 11.18%
5,051 $825,000
Q1 2022

May 13, 2022
SELL
N/A
-228 Reduced 4.78%
4,543 $883,000
Q4 2021

Feb 09, 2022
SELL
N/A
-546 Reduced 10.27%
4,771 $968,000
Q3 2021

Nov 16, 2021
BUY
N/A
47 Added 0.89%
5,317 $999,000
Q2 2021

Aug 16, 2021
SELL
N/A
-40 Reduced 0.75%
5,270 $1.04 Million
Q1 2021

May 17, 2021
SELL
N/A
-1,667 Reduced 23.89%
5,310 $1.01 Million
Q4 2020

Jan 28, 2021
BUY
N/A
6,977 New
6,977 $1.19 Million

Others Institutions Holding VIS

# of Institutions
476
Shares Held
12.1M
Call Options Held
6K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
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