Bwm Planning, LLC Vanguard Small Cap Value ETF Transaction History

Bwm Planning, LLC

  • $230 Billion
  • Q4 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,650 shares of VBR stock, worth $315,595. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,650
Previous 1,615 2.17%
Holding current value
$315,595
Previous $324 Million 0.82%
% of portfolio
0.14%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$197.36 - $217.3 $6,907 - $7,605
35 Added 2.17%
1,650 $327 Million
Q3 2024

Oct 09, 2024
BUY
$179.99 - $201.6 $290,683 - $325,584
1,615 New
1,615 $324 Million

Others Institutions Holding VBR

# of Institutions
1,706
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
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 Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC 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 Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email