A detailed history of Adapt Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 3,205 shares of VB stock, worth $778,013. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,205
Previous 4,680 31.52%
Holding current value
$778,013
Previous $1.02 Billion 25.49%
% of portfolio
0.41%
Previous 0.64%

Shares

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

Nov 12, 2024

SELL
$214.77 - $237.72 $316,785 - $350,637
-1,475 Reduced 31.52%
3,205 $760 Million
Q2 2024

Aug 06, 2024

SELL
$210.76 - $226.94 $84,514 - $91,002
-401 Reduced 7.89%
4,680 $1.02 Billion
Q1 2024

May 02, 2024

BUY
$204.0 - $228.59 $1.04 Million - $1.16 Million
5,081 New
5,081 $1.16 Billion

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Adapt Wealth Advisors, LLC Portfolio

Follow Adapt Wealth Advisors, 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 Adapt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.