Aprio Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,216 shares of VB stock, worth $542,875. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,216
Previous 1,863 18.95%
Holding current value
$542,875
Previous $406,000 29.31%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 07, 2024
BUY
$214.77 - $237.72 $75,813 - $83,915
353 Added 18.95%
2,216 $525,000
Q2 2024

Jul 10, 2024
SELL
$210.76 - $226.94 $18,757 - $20,197
-89 Reduced 4.56%
1,863 $406,000
Q1 2024

Apr 10, 2024
BUY
$204.0 - $228.59 $175,032 - $196,130
858 Added 78.43%
1,952 $446,000
Q4 2023

Jan 17, 2024
BUY
$175.26 - $215.9 $2,628 - $3,238
15 Added 1.39%
1,094 $233,000
Q3 2023

Oct 10, 2023
BUY
$186.24 - $208.75 $558 - $626
3 Added 0.28%
1,079 $204,000
Q2 2023

Jul 13, 2023
SELL
$181.26 - $198.89 $17,219 - $18,894
-95 Reduced 8.11%
1,076 $214,000
Q1 2023

Apr 14, 2023
BUY
$179.51 - $208.76 $210,206 - $244,457
1,171 New
1,171 $221,000
Q3 2022

Oct 13, 2022
SELL
$170.45 - $206.62 $50,282 - $60,952
-295 Reduced 15.98%
1,551 $265,000
Q1 2022

Apr 19, 2022
SELL
$198.73 - $227.97 $23,450 - $26,900
-118 Reduced 6.01%
1,846 $392,000
Q4 2021

Jan 26, 2022
SELL
$215.13 - $239.37 $4,732 - $5,266
-22 Reduced 1.11%
1,964 $444,000
Q3 2021

Oct 14, 2021
BUY
$211.9 - $229.42 $2,966 - $3,211
14 Added 0.71%
1,986 $434,000
Q2 2021

Jul 23, 2021
BUY
$211.77 - $228.05 $417,610 - $449,714
1,972 New
1,972 $444,000

Others Institutions Holding VB

# of Institutions
2,109
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
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 Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, 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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email