Diversify Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 767 shares of VBK stock, worth $231,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares
767
Previous 835 8.14%
Holding current value
$231,933
Previous $208 Million 4.97%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$219.76 - $276.94 $14,943 - $18,831
-68 Reduced 8.14%
767 $218 Million
Q1 2025

Apr 30, 2025
BUY
$247.97 - $296.33 $15,870 - $18,965
64 Added 8.3%
835 $208 Million
Q4 2024

Jan 16, 2025
BUY
$264.18 - $304.19 $203,682 - $234,530
771 New
771 $216 Million

Others Institutions Holding VBK

# of Institutions
1,243
Shares Held
44.6M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email