Accurate Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Accurate Wealth Management, LLC

  • $352 Million
  • Q1 2024

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 935 shares of VBK stock, worth $241,688. This represents 0.07% of its overall portfolio holdings.

Number of Shares
935
Previous 891 4.94%
Holding current value
$241,688
Previous $215,000 13.02%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Apr 22, 2024
BUY
$231.0 - $260.72 $10,164 - $11,471
44 Added 4.94%
935 $243,000
Q4 2023

Jan 12, 2024
SELL
$196.36 - $245.46 $110,354 - $137,948
-562 Reduced 38.68%
891 $215,000
Q3 2023

Oct 23, 2023
BUY
$210.59 - $239.48 $36,010 - $40,951
171 Added 13.34%
1,453 $311,000
Q2 2023

Jul 24, 2023
BUY
$209.12 - $229.74 $11,292 - $12,405
54 Added 4.4%
1,282 $294,000
Q1 2023

Apr 13, 2023
BUY
$198.77 - $233.54 $993 - $1,167
5 Added 0.41%
1,228 $265,000
Q4 2022

Jan 11, 2023
BUY
$195.34 - $216.09 $238,900 - $264,278
1,223 New
1,223 $0

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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