Holos Integrated Wealth LLC Vanguard Small Cap ETF Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 10,722 shares of VB stock, worth $2.57 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
10,722
Previous 33,418 67.92%
Holding current value
$2.57 Million
Previous $8.03 Billion 70.39%
% of portfolio
1.56%
Previous 5.49%

Shares

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

Aug 08, 2025
SELL
$217.89 - $252.64 $4.95 Million - $5.73 Million
-22,696 Reduced 67.92%
10,722 $2.38 Billion
Q4 2024

Aug 08, 2025
BUY
$233.76 - $261.58 $7.81 Million - $8.74 Million
33,418 New
33,418 $8.03 Billion

Others Institutions Holding VB

# of Institutions
2,381
Shares Held
167M
Call Options Held
78.1K
Put Options Held
29.4K
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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