Avidian Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,088 shares of VB stock, worth $543,589. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,088
Previous 1,845 13.17%
Holding current value
$543,589
Previous $402,000 23.13%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024
BUY
$214.77 - $237.72 $52,189 - $57,765
243 Added 13.17%
2,088 $495,000
Q2 2024

Aug 06, 2024
BUY
$210.76 - $226.94 $106,012 - $114,150
503 Added 37.48%
1,845 $402,000
Q1 2024

May 03, 2024
BUY
$204.0 - $228.59 $6,936 - $7,772
34 Added 2.6%
1,342 $306,000
Q4 2023

Feb 06, 2024
SELL
$175.26 - $215.9 $2,979 - $3,670
-17 Reduced 1.28%
1,308 $279,000
Q3 2023

Oct 13, 2023
BUY
$186.24 - $208.75 $246,768 - $276,593
1,325 New
1,325 $250,000

Others Institutions Holding VB

# of Institutions
2,108
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
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