Baystate Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 348 shares of VBK stock, worth $101,361. This represents 0.01% of its overall portfolio holdings.

Number of Shares
348
Previous 444 21.62%
Holding current value
$101,361
Previous $95,000 11.58%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$196.36 - $245.46 $18,850 - $23,564
-96 Reduced 21.62%
348 $84,000
Q3 2023

Oct 25, 2023
BUY
$210.59 - $239.48 $842 - $957
4 Added 0.91%
444 $95,000
Q2 2023

Sep 21, 2023
BUY
$209.12 - $229.74 $92,012 - $101,085
440 New
440 $101,000
Q1 2023

Apr 25, 2023
BUY
$198.77 - $233.54 $198 - $233
1 Added 0.23%
440 $95,000
Q3 2022

Nov 10, 2022
SELL
$192.77 - $237.17 $3,084 - $3,794
-16 Reduced 3.52%
439 $86,000
Q2 2022

Aug 02, 2022
BUY
$188.16 - $253.27 $52,120 - $70,155
277 Added 155.62%
455 $90,000
Q1 2022

Apr 19, 2022
SELL
$224.28 - $282.83 $2,691 - $3,393
-12 Reduced 6.32%
178 $44,000
Q3 2021

Nov 05, 2021
BUY
$273.65 - $297.37 $3,283 - $3,568
12 Added 6.74%
190 $53,000
Q2 2020

Jul 28, 2020
SELL
$139.78 - $205.13 $2,516 - $3,692
-18 Reduced 9.18%
178 $36,000
Q1 2020

Apr 22, 2020
BUY
$128.7 - $210.28 $2,316 - $3,785
18 Added 10.11%
196 $29,000
Q1 2018

Apr 24, 2018
SELL
N/A
-483 Reduced 73.07%
178 $30,000
Q4 2017

Jan 23, 2018
BUY
N/A
483 Added 271.35%
661 $112,000
Q3 2017

Oct 10, 2017
BUY
N/A
178
178 $28,000

Others Institutions Holding VBK

# of Institutions
1,217
Shares Held
46.3M
Call Options Held
49.2K
Put Options Held
36.6K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email