Avidian Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

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 2,522 shares of VB stock, worth $653,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,522

Previous 5,866 57.01%

Holding current value

$653,904

Previous $1.3 Million 54.08%

% of portfolio

0.03%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$193.73 - $237.37 $647,833 - $793,765	-3,344 Reduced 57.01%	2,522 $597,000
Q1 2025 Apr 25, 2025	BUY	$217.89 - $252.64 $821,881 - $952,958	3,772 Added 180.13%	5,866 $1.3 Million
Q4 2024 Jan 29, 2025	BUY	$233.76 - $261.58 $1,402 - $1,569	6 Added 0.29%	2,094 $503,000
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

2,411

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Avidian Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History