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

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

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 2,477 shares of VBK stock, worth $694,724. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,477
Previous 2,477 -0.0%
Holding current value
$694,724
Previous $619,000 6.95%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,115
Shares Held
42.3M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email