Org Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 473 shares of VB stock, worth $117,166. This represents 0.08% of its overall portfolio holdings.

Number of Shares
473
Previous 116 307.76%
Holding current value
$117,166
Previous $27.5 Million 99.59%
% of portfolio
0.08%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$233.76 - $261.58 $83,452 - $93,384
357 Added 307.76%
473 $113,000
Q3 2024

Oct 11, 2024
BUY
$214.77 - $237.72 $24,913 - $27,575
116 New
116 $27.5 Million

Others Institutions Holding VB

# of Institutions
2,210
Shares Held
157M
Call Options Held
102K
Put Options Held
34.7K
View Full List

About VANGUARD SMALL-CAP ETF

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

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email