Balanced Rock Investment Advisor Vanguard Small Cap ETF Transaction History

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 4,048 shares of VB stock, worth $923,713. This represents 0.72% of its overall portfolio holdings.

Number of Shares
4,048
Previous 3,918 3.32%
Holding current value
$923,713
Previous $941 Million 4.65%
% of portfolio
0.72%
Previous 0.74%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$217.89 - $252.64 $28,325 - $32,843
130 Added 3.32%
4,048 $898 Million
Q4 2024

Feb 13, 2025
SELL
$233.76 - $261.58 $36,700 - $41,068
-157 Reduced 3.85%
3,918 $941 Million
Q3 2024

Nov 13, 2024
SELL
$214.77 - $237.72 $3,006 - $3,328
-14 Reduced 0.34%
4,075 $967 Million
Q2 2024

Jul 31, 2024
BUY
$210.76 - $226.94 $56,272 - $60,592
267 Added 6.99%
4,089 $891 Million
Q1 2024

May 13, 2024
BUY
$204.0 - $228.59 $187,884 - $210,531
921 Added 31.75%
3,822 $874 Million
Q4 2023

Feb 13, 2024
BUY
$175.26 - $215.9 $508,429 - $626,325
2,901 New
2,901 $619 Million

Others Institutions Holding VB

# of Institutions
2,371
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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