Discipline Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 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 3,568 shares of VB stock, worth $814,181. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,568
Previous 3,770 5.36%
Holding current value
$814,181
Previous $905,000 12.6%
% of portfolio
0.4%
Previous 0.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,369
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
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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