Concord Wealth Partners Vanguard Small Cap ETF Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Concord Wealth Partners holds 119 shares of VB stock, worth $29,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares
119
Previous 129 7.75%
Holding current value
$29,891
Previous $28,000 -0.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$214.77 - $237.72 $2,147 - $2,377
-10 Reduced 7.75%
119 $28,000
Q4 2023

Apr 30, 2024
SELL
$175.26 - $215.9 $24,886 - $30,657
-142 Reduced 52.4%
129 $27,000
Q4 2023

Feb 05, 2024
SELL
$175.26 - $215.9 $24,886 - $30,657
-142 Reduced 52.4%
129 $27,000
Q3 2023

Apr 30, 2024
BUY
$186.24 - $208.75 $26,446 - $29,642
142 Added 110.08%
271 $51,000
Q3 2023

Oct 25, 2023
SELL
$186.24 - $208.75 $10,056 - $11,272
-54 Reduced 16.62%
271 $51,000
Q2 2023

Aug 07, 2023
SELL
$181.26 - $198.89 $2,175 - $2,386
-12 Reduced 3.56%
325 $64,000
Q1 2023

Apr 26, 2023
SELL
$179.51 - $208.76 $47,749 - $55,530
-266 Reduced 44.11%
337 $63,000
Q4 2022

Jan 27, 2023
BUY
$172.82 - $196.57 $104,210 - $118,531
603 New
603 $110,000
Q1 2022

Apr 20, 2022
SELL
$198.73 - $227.97 $46,105 - $52,889
-232 Reduced 28.4%
585 $124,000
Q4 2021

Jan 21, 2022
BUY
$215.13 - $239.37 $129,723 - $144,340
603 Added 281.78%
817 $185,000
Q3 2021

Nov 09, 2021
SELL
$211.9 - $229.42 $37,718 - $40,836
-178 Reduced 45.41%
214 $47,000
Q2 2021

Jul 29, 2021
SELL
$211.77 - $228.05 $67,554 - $72,747
-319 Reduced 44.87%
392 $88,000
Q1 2021

May 13, 2021
BUY
$191.53 - $223.48 $122,004 - $142,356
637 Added 860.81%
711 $152,000
Q4 2020

Feb 16, 2021
BUY
$156.0 - $196.91 $11,544 - $14,571
74 New
74 $14,000

Others Institutions Holding VB

# of Institutions
2,109
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
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