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

Dopkins Wealth Management, LLC

$190 Million
Q1 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 24,659 shares of VBK stock, worth $5.82 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

24,659

Previous 22,925 7.56%

Holding current value

$5.82 Million

Previous $6.42 Million 3.3%

% of portfolio

3.28%

Previous 3.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$247.97 - $296.33 $429,979 - $513,836	1,734 Added 7.56%	24,659 $6.21 Million
Q4 2024 Feb 10, 2025	BUY	$264.18 - $304.19 $2.63 Million - $3.03 Million	9,968 Added 76.93%	22,925 $6.42 Million
Q3 2024 Nov 06, 2024	SELL	$240.48 - $267.94 $498,755 - $555,707	-2,074 Reduced 13.8%	12,957 $3.46 Million
Q2 2024 Jul 30, 2024	SELL	$237.63 - $258.31 $12,832 - $13,948	-54 Reduced 0.36%	15,031 $3.76 Million
Q1 2024 May 03, 2024	BUY	$231.0 - $260.72 $107,646 - $121,495	466 Added 3.19%	15,085 $3.93 Million
Q4 2023 Jan 25, 2024	SELL	$196.36 - $245.46 $176,134 - $220,177	-897 Reduced 5.78%	14,619 $3.53 Million
Q3 2023 Nov 13, 2023	BUY	$210.59 - $239.48 $41,275 - $46,938	196 Added 1.28%	15,516 $3.32 Million
Q2 2023 Aug 07, 2023	BUY	$209.12 - $229.74 $103,932 - $114,180	497 Added 3.35%	15,320 $3.52 Million
Q1 2023 May 05, 2023	BUY	$198.77 - $233.54 $8,944 - $10,509	45 Added 0.3%	14,823 $3.21 Million
Q4 2022 Feb 07, 2023	BUY	$192.0 - $216.09 $2.53 Million - $2.84 Million	13,153 Added 809.42%	14,778 $2.96 Million
Q3 2022 Nov 01, 2022	BUY	$192.77 - $237.17 $578 - $711	3 Added 0.18%	1,625 $317,000
Q2 2022 Aug 01, 2022	BUY	$188.16 - $253.27 $188 - $253	1 Added 0.06%	1,622 $320,000
Q1 2022 Apr 18, 2022	SELL	$224.28 - $282.83 $50,687 - $63,919	-226 Reduced 12.24%	1,621 $402,000
Q4 2021 Jan 18, 2022	BUY	$269.22 - $305.79 $497,249 - $564,794	1,847 New	1,847 $520,000

Others Institutions Holding VBK

# of Institutions

1,220

Shares Held

45.9M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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