Bsw Wealth Partners Vanguard Small Cap Value ETF Transaction History

Bsw Wealth Partners

  • $719 Million
  • Q2 2025

A detailed history of Bsw Wealth Partners transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 7,748 shares of VBR stock, worth $1.54 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,748
Previous 5,948 30.26%
Holding current value
$1.54 Million
Previous $1.11 Million 36.28%
% of portfolio
0.21%
Previous 0.17%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$162.76 - $195.77 $292,968 - $352,386
1,800 Added 30.26%
7,748 $1.51 Million
Q1 2025

Apr 24, 2025
SELL
$183.02 - $207.75 $23,975 - $27,215
-131 Reduced 2.15%
5,948 $1.11 Million
Q4 2024

Jan 22, 2025
BUY
$197.36 - $217.3 $100,258 - $110,388
508 Added 9.12%
6,079 $1.2 Million
Q3 2024

Oct 29, 2024
BUY
$179.99 - $201.6 $16,919 - $18,950
94 Added 1.72%
5,571 $1.12 Million
Q2 2024

Jul 16, 2024
BUY
$177.65 - $191.11 $85,449 - $91,923
481 Added 9.63%
5,477 $999,000
Q1 2024

Apr 23, 2024
BUY
$172.45 - $191.88 $155,205 - $172,692
900 Added 21.97%
4,996 $958,000
Q4 2023

Jan 25, 2024
BUY
$149.18 - $181.94 $83,242 - $101,522
558 Added 15.77%
4,096 $737,000
Q3 2023

Oct 27, 2023
BUY
$157.33 - $174.39 $38,073 - $42,202
242 Added 7.34%
3,538 $564,000
Q2 2023

Aug 11, 2023
BUY
$150.74 - $165.4 $63,763 - $69,964
423 Added 14.72%
3,296 $545,000
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $249,214 - $294,787
-1,659 Reduced 36.61%
2,873 $456,000
Q4 2022

Feb 13, 2023
SELL
$147.25 - $169.54 $255,478 - $294,151
-1,735 Reduced 27.68%
4,532 $719,000
Q3 2022

Nov 14, 2022
SELL
$143.4 - $172.87 $82,455 - $99,400
-575 Reduced 8.4%
6,267 $899,000
Q2 2022

Aug 15, 2022
SELL
$146.67 - $178.24 $546,785 - $664,478
-3,728 Reduced 35.27%
6,842 $1.03 Million
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $168,104 - $185,318
1,015 Added 10.62%
10,570 $1.86 Million
Q4 2021

Feb 14, 2022
SELL
$168.72 - $185.72 $23,283 - $25,629
-138 Reduced 1.42%
9,555 $1.71 Million
Q3 2021

Nov 15, 2021
SELL
$162.66 - $175.73 $47,659 - $51,488
-293 Reduced 2.93%
9,693 $1.64 Million
Q2 2021

Aug 16, 2021
SELL
$166.46 - $180.76 $463,591 - $503,416
-2,785 Reduced 21.81%
9,986 $1.73 Million
Q1 2021

May 17, 2021
BUY
$139.89 - $172.72 $220,886 - $272,724
1,579 Added 14.11%
12,771 $2.12 Million
Q4 2020

Feb 16, 2021
SELL
$111.89 - $142.79 $92,197 - $117,658
-824 Reduced 6.86%
11,192 $1.59 Million
Q3 2020

Nov 13, 2020
BUY
$102.46 - $117.9 $293,752 - $338,019
2,867 Added 31.34%
12,016 $1.33 Million
Q2 2020

Aug 13, 2020
SELL
$81.16 - $120.46 $14,771 - $21,923
-182 Reduced 1.95%
9,149 $978,000
Q1 2020

May 14, 2020
BUY
$75.8 - $139.04 $707,289 - $1.3 Million
9,331 New
9,331 $829,000

Others Institutions Holding VBR

# of Institutions
1,728
Shares Held
93.4M
Call Options Held
44.4K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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