A detailed history of Clearstead Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 7,973 shares of VBK stock, worth $2.24 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,973
Previous 1,003 694.92%
Holding current value
$2.24 Million
Previous $250,000 752.4%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$240.48 - $267.94 $1.68 Million - $1.87 Million
6,970 Added 694.92%
7,973 $2.13 Million
Q2 2024

Aug 09, 2024

SELL
$237.63 - $258.31 $11,406 - $12,398
-48 Reduced 4.57%
1,003 $250,000
Q1 2024

May 14, 2024

SELL
$231.0 - $260.72 $70,917 - $80,041
-307 Reduced 22.61%
1,051 $274,000
Q4 2023

Feb 12, 2024

BUY
$196.36 - $245.46 $87,576 - $109,475
446 Added 48.9%
1,358 $328,000
Q3 2023

Nov 13, 2023

SELL
$210.59 - $239.48 $13,477 - $15,326
-64 Reduced 6.56%
912 $195,000
Q3 2023

Nov 07, 2023

BUY
$210.59 - $239.48 $76,654 - $87,170
364 Added 59.48%
976 $209,000
Q1 2023

May 09, 2023

SELL
$198.77 - $233.54 $67,184 - $78,936
-338 Reduced 35.58%
612 $132,000
Q4 2022

Feb 14, 2023

BUY
$192.0 - $216.09 $134,016 - $150,830
698 Added 276.98%
950 $190,000
Q3 2022

Nov 14, 2022

SELL
$192.77 - $237.17 $93,686 - $115,264
-486 Reduced 65.85%
252 $49,000
Q2 2022

Aug 12, 2022

SELL
$188.16 - $253.27 $8,843 - $11,903
-47 Reduced 5.99%
738 $145,000
Q4 2021

Feb 14, 2022

BUY
$269.22 - $305.79 $23,152 - $26,297
86 Added 12.3%
785 $221,000
Q1 2021

May 14, 2021

BUY
$262.76 - $302.04 $95,644 - $109,942
364 Added 108.66%
699 $192,000
Q3 2020

Nov 12, 2020

BUY
$197.81 - $223.21 $12,462 - $14,062
63 Added 23.16%
335 $72,000
Q1 2020

May 14, 2020

BUY
$128.7 - $210.28 $35,006 - $57,196
272 New
272 $41,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.