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

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

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 12,957 shares of VBK stock, worth $3.63 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
12,957
Previous 15,031 13.8%
Holding current value
$3.63 Million
Previous $3.76 Million 7.85%
% of portfolio
2.88%
Previous 2.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,115
Shares Held
42.3M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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