Cherrydale Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Cherrydale Wealth Management, LLC

  • $244 Million
  • Q3 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 1,855 shares of VBK stock, worth $522,238. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,855
Previous 1,850 0.27%
Holding current value
$522,238
Previous $462,000 7.14%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 11, 2024
BUY
$240.48 - $267.94 $1,202 - $1,339
5 Added 0.27%
1,855 $495,000
Q2 2024

Jul 11, 2024
SELL
$237.63 - $258.31 $47,050 - $51,145
-198 Reduced 9.67%
1,850 $462,000
Q1 2024

Apr 12, 2024
SELL
$231.0 - $260.72 $174,405 - $196,843
-755 Reduced 26.94%
2,048 $533,000
Q4 2023

Jan 08, 2024
BUY
$196.36 - $245.46 $8,247 - $10,309
42 Added 1.52%
2,803 $677,000
Q3 2023

Oct 10, 2023
BUY
$210.59 - $239.48 $581,438 - $661,204
2,761 New
2,761 $591,000
Q3 2022

Oct 24, 2022
BUY
$192.77 - $237.17 $400,576 - $492,839
2,078 New
2,078 $405,000
Q2 2022

Jul 07, 2022
SELL
$188.16 - $253.27 $273,396 - $368,001
-1,453 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$224.28 - $282.83 $853,609 - $1.08 Million
-3,806 Reduced 72.37%
1,453 $360,000
Q4 2021

Feb 01, 2022
BUY
$269.22 - $305.79 $1.42 Million - $1.61 Million
5,259 New
5,259 $1.48 Million

Others Institutions Holding VBK

# of Institutions
1,118
Shares Held
42.2M
Call Options Held
53.1K
Put Options Held
28.3K
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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