Avidian Wealth Solutions, LLC Vanguard Small Cap Growth ETF Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,756 shares of VBK stock, worth $950,155. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,756

Previous 4,148 9.45%

Holding current value

$950,155

Previous $1.11 Million 5.23%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$264.18 - $304.19 $103,558 - $119,242	-392 Reduced 9.45%	3,756 $1.05 Million
Q3 2024 Oct 30, 2024	SELL	$240.48 - $267.94 $12,504 - $13,932	-52 Reduced 1.24%	4,148 $1.11 Million
Q2 2024 Aug 06, 2024	SELL	$237.63 - $258.31 $134,023 - $145,686	-564 Reduced 11.84%	4,200 $1.05 Million
Q1 2024 May 03, 2024	SELL	$231.0 - $260.72 $29,106 - $32,850	-126 Reduced 2.58%	4,764 $1.24 Million
Q4 2023 Feb 06, 2024	SELL	$196.36 - $245.46 $227,973 - $284,979	-1,161 Reduced 19.19%	4,890 $1.18 Million
Q3 2023 Oct 13, 2023	SELL	$210.59 - $239.48 $72,653 - $82,620	-345 Reduced 5.39%	6,051 $1.3 Million
Q2 2023 Aug 03, 2023	BUY	$209.12 - $229.74 $281,893 - $309,689	1,348 Added 26.7%	6,396 $1.47 Million
Q1 2023 May 08, 2023	BUY	$198.77 - $233.54 $1 Million - $1.18 Million	5,048 New	5,048 $1.09 Million

Others Institutions Holding VBK

# of Institutions

1,228

Shares Held

46.4M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Vanguard Small Cap Growth ETF Transaction History