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BIP Wealth LLC Has $396,000 Stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA)

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 […]

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BIP Wealth LLC Sells 5,150 Shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

BIP Wealth LLC cut its stake in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 28.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,730 shares of the company’s stock after selling 5,150 shares during the quarter. BIP Wealth […]

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AT&T Inc. (NYSE:T) Shares Sold by BIP Wealth LLC

AT&T Inc. (NYSE:T) Shares Sold by BIP Wealth LLC
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BIP Wealth LLC Decreases Stock Holdings in Chevron Co. (NYSE:CVX)

BIP Wealth LLC lessened its position in Chevron Co. (NYSE:CVX – Free Report) by 52.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,649 shares of the oil and gas company’s stock after selling 2,928 shares during the period. BIP Wealth […]

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BIP Wealth LLC Acquires New Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

BIP Wealth LLC acquired a new position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,701 shares of the company’s stock, valued at approximately $223,000. A number of other […]

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