Accretive Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History

Accretive Wealth Partners, LLC

  • $229 Million
  • Q1 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,577 shares of VBK stock, worth $924,618. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,577
Previous 3,785 5.5%
Holding current value
$924,618
Previous $915,000 1.86%
% of portfolio
0.41%
Previous 0.45%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$231.0 - $260.72 $48,048 - $54,229
-208 Reduced 5.5%
3,577 $932,000
Q4 2023

Feb 06, 2024
SELL
$196.36 - $245.46 $8,639 - $10,800
-44 Reduced 1.15%
3,785 $915,000
Q4 2022

Feb 13, 2023
SELL
$195.34 - $216.09 $34,379 - $38,031
-176 Reduced 4.39%
3,829 $767,000
Q1 2022

May 12, 2022
SELL
N/A
-76 Reduced 1.86%
4,005 $994,000
Q3 2021

Nov 12, 2021
BUY
N/A
9 Added 0.22%
4,081 $1.14 Million
Q1 2021

May 17, 2021
BUY
N/A
1 Added 0.02%
4,072 $1.12 Million
Q4 2020

Feb 12, 2021
BUY
N/A
4,071 New
4,071 $1.09 Million

Others Institutions Holding VBK

# of Institutions
1,069
Shares Held
39.7M
Call Options Held
45.9K
Put Options Held
17.7K
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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