Sterling Group Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Sterling Group Wealth Management, LLC

  • $188 Million
  • Q3 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 873 shares of VB stock, worth $220,999. This represents 0.11% of its overall portfolio holdings.

Number of Shares
873
Previous 1,084 19.46%
Holding current value
$220,999
Previous $236,000 12.29%
% of portfolio
0.11%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$214.77 - $237.72 $45,316 - $50,158
-211 Reduced 19.46%
873 $207,000
Q2 2024

Jul 15, 2024
BUY
$210.76 - $226.94 $228,463 - $246,002
1,084 New
1,084 $236,000
Q4 2023

Jan 12, 2024
SELL
$175.26 - $215.9 $2,804 - $3,454
-16 Reduced 1.18%
1,338 $286 Million
Q2 2023

Jul 06, 2023
BUY
$181.26 - $198.89 $27,007 - $29,634
149 Added 12.37%
1,354 $269 Million
Q1 2023

Apr 21, 2023
BUY
$179.51 - $208.76 $216,309 - $251,555
1,205 New
1,205 $228 Million

Others Institutions Holding VB

# of Institutions
2,075
Shares Held
148M
Call Options Held
62.7K
Put Options Held
89.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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