Cassaday & CO Wealth Management LLC Vanguard Small Cap ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 2,278 shares of VB stock, worth $539,043. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,278
Previous 2,217 2.75%
Holding current value
$539,043
Previous $506,000 1.98%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$210.76 - $226.94 $12,856 - $13,843
61 Added 2.75%
2,278 $496,000
Q1 2024

May 08, 2024
BUY
$204.0 - $228.59 $68,952 - $77,263
338 Added 17.99%
2,217 $506,000
Q2 2023

Aug 07, 2023
BUY
$181.26 - $198.89 $1,631 - $1,790
9 Added 0.48%
1,879 $373,000
Q1 2023

May 03, 2023
SELL
$179.51 - $208.76 $64,982 - $75,571
-362 Reduced 16.22%
1,870 $354,000
Q4 2022

Feb 07, 2023
BUY
$172.82 - $196.57 $385,734 - $438,744
2,232 New
2,232 $0

Others Institutions Holding VB

# of Institutions
2,029
Shares Held
147M
Call Options Held
63.7K
Put Options Held
17.3K
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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