Bordeaux Wealth Advisors LLC Vanguard Small Cap ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,799 shares of VB stock, worth $949,028. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,799
Previous 3,880 2.09%
Holding current value
$949,028
Previous $860,000 4.65%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Aug 04, 2025
SELL
$193.73 - $237.37 $15,692 - $19,226
-81 Reduced 2.09%
3,799 $900,000
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $19,174 - $22,232
88 Added 2.32%
3,880 $860,000
Q4 2024

Jan 30, 2025
SELL
$233.76 - $261.58 $34,596 - $38,713
-148 Reduced 3.76%
3,792 $911,000
Q3 2024

Nov 04, 2024
BUY
$214.77 - $237.72 $31,785 - $35,182
148 Added 3.9%
3,940 $934,000
Q2 2024

Aug 02, 2024
BUY
$210.76 - $226.94 $84,514 - $91,002
401 Added 11.83%
3,792 $826,000
Q1 2024

Apr 29, 2024
BUY
$204.0 - $228.59 $33,048 - $37,031
162 Added 5.02%
3,391 $775,000
Q4 2023

Feb 06, 2024
BUY
$175.26 - $215.9 $181,394 - $223,456
1,035 Added 47.17%
3,229 $688,000
Q2 2023

Aug 09, 2023
SELL
$181.26 - $198.89 $11,600 - $12,728
-64 Reduced 2.83%
2,194 $436,000
Q1 2023

May 04, 2023
BUY
$179.51 - $208.76 $34,465 - $40,081
192 Added 9.29%
2,258 $428,000
Q4 2022

Feb 13, 2023
BUY
$172.82 - $196.57 $17,973 - $20,443
104 Added 5.3%
2,066 $379,000
Q3 2022

Nov 04, 2022
SELL
$170.45 - $206.62 $1,193 - $1,446
-7 Reduced 0.36%
1,962 $335,000
Q2 2022

Jul 28, 2022
BUY
$170.7 - $214.67 $336,108 - $422,685
1,969 New
1,969 $347,000

Others Institutions Holding VB

# of Institutions
2,484
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email