Clearstead Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Clearstead Advisors, LLC

  • $5.78 Billion
  • Q2 2024

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 1,003 shares of VBK stock, worth $268,613. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,003
Previous 1,051 4.57%
Holding current value
$268,613
Previous $274,000 8.76%
% of portfolio
0.0%
Previous 0.01%

Shares

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

# of Institutions
1,063
Shares Held
41.3M
Call Options Held
30.1K
Put Options Held
19.9K
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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