Burt Wealth Advisors Vanguard Small Cap ETF Transaction History

Burt Wealth Advisors

$431 Million
Q2 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$214.77 - $237.72 $189,212 - $209,431	881 New	881 $208,000
Q1 2024 Apr 18, 2024	BUY	$204.0 - $228.59 $198,288 - $222,189	972 New	972 $222,000
Q1 2022 Apr 19, 2022	SELL	$198.73 - $227.97 $853,545 - $979,131	-4,295 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$215.13 - $239.37 $4,302 - $4,787	20 Added 0.47%	4,295 $971,000
Q3 2021 Oct 06, 2021	BUY	$211.9 - $229.42 $22,673 - $24,547	107 Added 2.57%	4,275 $935,000
Q4 2020 Feb 11, 2021	SELL	$156.0 - $196.91 $9,984 - $12,602	-64 Reduced 1.51%	4,168 $811,000
Q3 2020 Nov 10, 2020	SELL	$143.34 - $162.04 $13,043 - $14,745	-91 Reduced 2.11%	4,232 $651,000
Q2 2020 Aug 05, 2020	SELL	$106.26 - $156.76 $9,138 - $13,481	-86 Reduced 1.95%	4,323 $630,000
Q1 2020 Apr 29, 2020	BUY	$98.45 - $170.48 $30,716 - $53,189	312 Added 7.62%	4,409 $509,000
Q2 2019 Aug 05, 2019	SELL	N/A	-22 Reduced 0.53%	4,097 $642,000
Q1 2019 Apr 24, 2019	SELL	N/A	-2,443 Reduced 37.23%	4,119 $629,000
Q4 2018 Feb 08, 2019	BUY	N/A	2,238 Added 51.76%	6,562 $866,000
Q2 2018 Jul 27, 2018	SELL	N/A	-24 Reduced 0.55%	4,324 $673,000
Q1 2018 Apr 24, 2018	BUY	N/A	1 Added 0.02%	4,348 $639,000
Q4 2017 Jan 30, 2018	BUY	N/A	2 Added 0.05%	4,347 $642,000
Q3 2017 Nov 09, 2017	BUY	N/A	1 Added 0.02%	4,345 $614,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,344	4,344 $588,000

Others Institutions Holding VB

# of Institutions

2,401

Shares Held

168M

Call Options Held

73.6K

Put Options Held

16.3K

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.