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

Cassaday & CO Wealth Management LLC

  • $3.55 Billion
  • Q1 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,131 shares of VBK stock, worth $1.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,131
Previous 2,552 61.87%
Holding current value
$1.09 Million
Previous $714,000 45.66%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$247.97 - $296.33 $391,544 - $467,905
1,579 Added 61.87%
4,131 $1.04 Million
Q4 2024

Feb 03, 2025
BUY
$264.18 - $304.19 $19,813 - $22,814
75 Added 3.03%
2,552 $714,000
Q2 2023

Aug 07, 2023
BUY
$209.12 - $229.74 $90,758 - $99,707
434 Added 21.24%
2,477 $569,000
Q1 2023

May 03, 2023
BUY
$198.77 - $233.54 $5,168 - $6,072
26 Added 1.29%
2,043 $442,000
Q4 2022

Feb 07, 2023
BUY
$192.0 - $216.09 $387,264 - $435,853
2,017 New
2,017 $0

Others Institutions Holding VBK

# of Institutions
1,209
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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