Colonial River Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 892 shares of VB stock, worth $219,708. This represents 0.11% of its overall portfolio holdings.

Number of Shares
892
Holding current value
$219,708
% of portfolio
0.11%

Shares

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

Nov 04, 2024
BUY
$214.77 - $237.72 $191,574 - $212,046
892 New
892 $211,000
Q1 2024

May 10, 2024
BUY
$204.0 - $228.59 $181,356 - $203,216
889 New
889 $203,000
Q4 2021

Feb 15, 2022
SELL
$215.13 - $239.37 $1.91 Million - $2.13 Million
-8,884 Closed
0 $0
Q3 2021

Oct 25, 2021
BUY
$211.9 - $229.42 $1.64 Million - $1.77 Million
7,736 Added 673.87%
8,884 $2.02 Million
Q2 2021

Aug 13, 2021
BUY
$211.77 - $228.05 $4,870 - $5,245
23 Added 2.04%
1,148 $259,000
Q1 2021

May 17, 2021
BUY
$191.53 - $223.48 $215,471 - $251,415
1,125 New
1,125 $241,000

Others Institutions Holding VB

# of Institutions
2,107
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Colonial River Wealth Management, LLC Portfolio

Follow Colonial River Wealth Management, 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 Colonial River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email