Discipline Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,057 shares of VB stock, worth $998,305. This represents 0.53% of its overall portfolio holdings.

Number of Shares
4,057
Previous 3,230 25.6%
Holding current value
$998,305
Previous $704,000 36.65%
% of portfolio
0.53%
Previous 0.56%

Shares

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

Nov 19, 2024
BUY
$214.77 - $237.72 $177,614 - $196,594
827 Added 25.6%
4,057 $962,000
Q2 2024

Aug 07, 2024
BUY
$210.76 - $226.94 $354,919 - $382,166
1,684 Added 108.93%
3,230 $704,000
Q1 2024

May 03, 2024
SELL
$204.0 - $228.59 $227,868 - $255,335
-1,117 Reduced 41.95%
1,546 $353,000
Q4 2023

Feb 09, 2024
BUY
$175.26 - $215.9 $466,717 - $574,941
2,663 New
2,663 $568,000

Others Institutions Holding VB

# of Institutions
2,313
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
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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