Bridgewealth Advisory Group, LLC Vanguard Small Cap ETF Transaction History

Bridgewealth Advisory Group, LLC

$354 Billion
Q4 2024

A detailed history of Bridgewealth Advisory Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 17,868 shares of VB stock, worth $4.43 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

17,868

Previous 20,440 12.58%

Holding current value

$4.43 Million

Previous $4.85 Billion 8.58%

% of portfolio

1.25%

Previous 1.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$233.76 - $261.58 $601,230 - $672,783	-2,572 Reduced 12.58%	17,868 $4.43 Billion
Q3 2024 Nov 13, 2024	BUY	$214.77 - $237.72 $366,612 - $405,788	1,707 Added 9.11%	20,440 $4.85 Billion
Q2 2024 Aug 13, 2024	BUY	$210.76 - $226.94 $67,232 - $72,393	319 Added 1.73%	18,733 $4.08 Billion
Q1 2024 Apr 18, 2024	BUY	$204.0 - $228.59 $1.89 Million - $2.12 Million	9,283 Added 101.66%	18,414 $4.21 Billion
Q4 2023 Feb 05, 2024	BUY	$175.26 - $215.9 $235,549 - $290,169	1,344 Added 17.26%	9,131 $1.95 Billion
Q3 2023 Nov 09, 2023	BUY	$186.24 - $208.75 $89,767 - $100,617	482 Added 6.6%	7,787 $1.47 Billion
Q2 2023 Aug 14, 2023	BUY	$181.26 - $198.89 $15,407 - $16,905	85 Added 1.18%	7,305 $1.45 Billion
Q1 2023 May 15, 2023	BUY	$179.51 - $208.76 $179 - $208	1 Added 0.01%	7,220 $1.37 Billion
Q4 2022 Feb 24, 2023	BUY	$172.82 - $196.57 $1.25 Million - $1.42 Million	7,219 New	7,219 $1.33 Billion

Others Institutions Holding VB

# of Institutions

2,297

Shares Held

161M

Call Options Held

76.8K

Put Options Held

29K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.

Account

Bridgewealth Advisory Group, LLC Vanguard Small Cap ETF Transaction History