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

Capital Advisors Wealth Management, LLC

$560 Million
Q1 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 1,855 shares of VB stock, worth $424,646. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,855

Previous 1,547 19.91%

Holding current value

$424,646

Previous $371,000 10.78%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,366

Shares Held

166M

Call Options Held

78.1K

Put Options Held

29.4K

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