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

Capital Advisors Wealth Management, LLC

  • $481 Million
  • Q1 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 27,677 shares of VBK stock, worth $6.88 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
27,677
Previous 37,643 26.48%
Holding current value
$6.88 Million
Previous $9.1 Million 20.71%
% of portfolio
1.5%
Previous 2.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$231.0 - $260.72 $2.3 Million - $2.6 Million
-9,966 Reduced 26.48%
27,677 $7.22 Million
Q4 2023

Jan 08, 2024
BUY
$196.36 - $245.46 $11,192 - $13,991
57 Added 0.15%
37,643 $9.1 Million
Q3 2023

Oct 10, 2023
BUY
$210.59 - $239.48 $12,635 - $14,368
60 Added 0.16%
37,586 $8.05 Million
Q2 2023

Jul 11, 2023
BUY
$209.12 - $229.74 $162,695 - $178,737
778 Added 2.12%
37,526 $8.62 Million
Q1 2023

Apr 14, 2023
BUY
$198.77 - $233.54 $20,274 - $23,821
102 Added 0.28%
36,748 $7.95 Million
Q4 2022

Feb 09, 2023
BUY
$195.34 - $216.09 $258,434 - $285,887
1,323 Added 3.75%
36,646 $7.35 Million
Q3 2022

Nov 14, 2022
BUY
N/A
7,121 Added 25.25%
35,323 $6.89 Million
Q2 2022

Aug 04, 2022
BUY
N/A
6,852 Added 32.09%
28,202 $5.56 Million
Q1 2022

May 09, 2022
BUY
N/A
1,057 Added 5.21%
21,350 $5.3 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-108 Reduced 0.53%
20,293 $5.72 Million
Q3 2021

Nov 12, 2021
BUY
N/A
429 Added 2.15%
20,401 $5.72 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-274 Reduced 1.35%
19,972 $5.79 Million
Q1 2021

Apr 20, 2021
BUY
N/A
20,246 New
20,246 $5.56 Million

Others Institutions Holding VBK

# of Institutions
1,066
Shares Held
39.7M
Call Options Held
45.9K
Put Options Held
17.7K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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