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

Capital Advisors Wealth Management, LLC

$623 Million
Q2 2025

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 18,455 shares of VB stock, worth $4.76 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

18,455

Previous 1,855 894.88%

Holding current value

$4.76 Million

Previous $411,000 963.99%

% of portfolio

0.7%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$193.73 - $237.37 $3.22 Million - $3.94 Million	16,600 Added 894.88%	18,455 $4.37 Million
Q1 2025 Apr 24, 2025	BUY	$217.89 - $252.64 $67,110 - $77,813	308 Added 19.91%	1,855 $411,000
Q4 2024 Jan 14, 2025	BUY	$233.76 - $261.58 $19,869 - $22,234	85 Added 5.81%	1,547 $371,000
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

2,405

Shares Held

167M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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