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BIP Wealth LLC purchased a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 4,167 shares of the company’s stock, valued at approximately $208,000. A number of other […]
BIP Wealth LLC cut its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 8.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,752 shares of the company’s stock after selling 423 shares during the quarter. […]
BIP Wealth LLC boosted its position in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 2.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 2,494 shares of the company’s stock after purchasing an additional 64 shares during the quarter. BIP Wealth LLC’s holdings […]
BIP Wealth LLC lowered its stake in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,049 shares of the company’s stock after selling 201 shares during […]
BIP Wealth LLC decreased its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 12.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,556 shares of the company’s stock after selling 1,308 shares during the quarter. BIP Wealth LLC’s holdings in […]