Discipline Wealth Solutions, LLC Vanguard Small Cap ETF Transaction History

Discipline Wealth Solutions, LLC

  • $127 Million
  • Q2 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 3,230 shares of VB stock, worth $795,581. This represents 0.56% of its overall portfolio holdings.

Number of Shares
3,230
Previous 1,546 108.93%
Holding current value
$795,581
Previous $353,000 99.43%
% of portfolio
0.56%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,107
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 Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email