Capital Advisors Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,462 shares of VB stock, worth $354,900. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,462
Previous 1,185 23.38%
Holding current value
$354,900
Previous $258,000 34.11%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 15, 2024
BUY
$214.77 - $237.72 $59,491 - $65,848
277 Added 23.38%
1,462 $346,000
Q2 2024

Jul 16, 2024
BUY
$210.76 - $226.94 $5,269 - $5,673
25 Added 2.16%
1,185 $258,000
Q1 2024

Apr 12, 2024
BUY
$204.0 - $228.59 $8,772 - $9,829
43 Added 3.85%
1,160 $265,000
Q4 2023

Jan 08, 2024
BUY
$175.26 - $215.9 $195,765 - $241,160
1,117 New
1,117 $238,000
Q4 2022

Feb 09, 2023
BUY
$172.82 - $196.57 $191,311 - $217,602
1,107 New
1,107 $203,000

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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