Discipline Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History

Discipline Wealth Solutions, LLC

$246 Million
Q2 2025

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 6,040 shares of VB stock, worth $1.48 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

6,040

Previous 3,568 69.28%

Holding current value

$1.48 Million

Previous $791,000 80.91%

% of portfolio

0.58%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$193.73 - $237.37 $478,900 - $586,778	2,472 Added 69.28%	6,040 $1.43 Million
Q1 2025 Apr 29, 2025	SELL	$217.89 - $252.64 $44,013 - $51,033	-202 Reduced 5.36%	3,568 $791,000
Q4 2024 Feb 26, 2025	SELL	$233.76 - $261.58 $67,089 - $75,073	-287 Reduced 7.07%	3,770 $905,000
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

2,378

Shares Held

167M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Discipline Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History