Axxcess Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 87,014 shares of VB stock, worth $21.1 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
87,014
Previous 77,601 12.13%
Holding current value
$21.1 Million
Previous $16.9 Million 21.99%
% of portfolio
0.53%
Previous 0.47%

Shares

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

Nov 04, 2024
BUY
$214.77 - $237.72 $2.02 Million - $2.24 Million
9,413 Added 12.13%
87,014 $20.6 Million
Q2 2024

Aug 09, 2024
BUY
$210.76 - $226.94 $1.36 Million - $1.46 Million
6,455 Added 9.07%
77,601 $16.9 Million
Q1 2024

May 14, 2024
BUY
$204.0 - $228.59 $1.5 Million - $1.68 Million
7,368 Added 11.55%
71,146 $16.3 Million
Q4 2023

Feb 06, 2024
BUY
$175.26 - $215.9 $2.3 Million - $2.83 Million
13,113 Added 25.88%
63,778 $13.6 Million
Q3 2023

Nov 14, 2023
BUY
$186.24 - $208.75 $8.74 Million - $9.8 Million
46,941 Added 1260.5%
50,665 $9.58 Million
Q2 2023

Aug 08, 2023
SELL
$181.26 - $198.89 $279,684 - $306,887
-1,543 Reduced 29.3%
3,724 $740,000
Q1 2023

May 03, 2023
BUY
$179.51 - $208.76 $62,110 - $72,230
346 Added 7.03%
5,267 $998,000
Q4 2022

Feb 14, 2023
BUY
$172.82 - $196.57 $3,456 - $3,931
20 Added 0.41%
4,921 $903,000
Q3 2022

Nov 14, 2022
BUY
$170.45 - $206.62 $2,386 - $2,892
14 Added 0.29%
4,901 $838,000
Q2 2022

Aug 11, 2022
BUY
$170.7 - $214.67 $512 - $644
3 Added 0.06%
4,887 $861,000
Q1 2022

Aug 11, 2022
BUY
$198.73 - $227.97 $28,219 - $32,371
142 Added 2.99%
4,884 $1.04 Million
Q4 2021

Aug 11, 2022
BUY
$215.13 - $239.37 $1.02 Million - $1.14 Million
4,742 New
4,742 $1.07 Million

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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