Avidian Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 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 5,866 shares of VB stock, worth $1.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,866
Previous 2,094 180.13%
Holding current value
$1.34 Million
Previous $503,000 158.45%
% of portfolio
0.06%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,368
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
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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