Echo Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 30, 2023	SELL	$172.82 - $196.57 $777,862 - $884,761	-4,501 Reduced 21.09%	16,839 $3.09 Million
Q3 2022 Nov 14, 2022	SELL	$170.45 - $206.62 $2.03 Million - $2.46 Million	-11,905 Reduced 35.81%	21,340 $3.82 Million
Q2 2022 Jul 29, 2022	BUY	$170.7 - $214.67 $591,304 - $743,616	3,464 Added 11.63%	33,245 $6.06 Million
Q1 2022 May 16, 2022	BUY	$198.73 - $227.97 $585,061 - $671,143	2,944 Added 10.97%	29,781 $6.15 Million
Q4 2021 Jan 18, 2022	BUY	$215.13 - $239.37 $1.22 Million - $1.36 Million	5,666 Added 26.76%	26,837 $5.91 Million
Q3 2021 Oct 22, 2021	BUY	$211.9 - $229.42 $577,851 - $625,628	2,727 Added 14.79%	21,171 $4.71 Million
Q2 2021 Jul 14, 2021	BUY	$211.77 - $228.05 $24,988 - $26,909	118 Added 0.64%	18,444 $4.06 Million
Q1 2021 Apr 07, 2021	BUY	$191.53 - $223.48 $531,112 - $619,710	2,773 Added 17.83%	18,326 $3.92 Million
Q4 2020 Feb 22, 2021	BUY	$156.0 - $196.91 $2.43 Million - $3.06 Million	15,553 New	15,553 $3.03 Million

Others Institutions Holding VB

# of Institutions

2,063

Shares Held

147M

Call Options Held

63.7K

Put Options Held

88.6K

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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