Executive Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Executive Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Executive Wealth Management, LLC holds 5,520 shares of VIOO stock, worth $638,498. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,520
Holding current value
$638,498
% of portfolio
0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$97.19 - $109.09 $536,488 - $602,176
5,520 New
5,520 $597,000
Q1 2024

May 13, 2024
BUY
$93.69 - $101.5 $45,064 - $48,821
481 Added 10.82%
4,926 $499,000
Q4 2023

Jan 26, 2024
BUY
$81.22 - $100.75 $32,488 - $40,300
400 Added 9.89%
4,445 $440,000
Q3 2023

Nov 07, 2023
SELL
$86.02 - $96.92 $21,677 - $24,423
-252 Reduced 5.86%
4,045 $353,000
Q2 2023

Aug 02, 2023
SELL
$83.72 - $92.04 $5.08 Million - $5.58 Million
-60,656 Reduced 93.38%
4,297 $394,000
Q1 2023

May 11, 2023
BUY
$84.73 - $197.41 $5.32 Million - $12.4 Million
62,784 Added 2894.61%
64,953 $5.77 Million
Q4 2022

Feb 13, 2023
BUY
$82.54 - $189.04 $151,460 - $346,888
1,835 Added 549.4%
2,169 $375,000
Q3 2022

Nov 10, 2022
SELL
$80.61 - $98.13 $135,747 - $165,250
-1,684 Reduced 83.45%
334 $334,000
Q2 2022

Jul 26, 2022
BUY
$82.0 - $100.06 $2,050 - $2,501
25 Added 1.25%
2,018 $343,000
Q1 2022

Apr 13, 2022
SELL
$93.89 - $106.99 $13,895 - $15,834
-148 Reduced 6.91%
1,993 $394,000
Q4 2021

Feb 03, 2022
BUY
$100.24 - $111.01 $7,618 - $8,436
76 Added 3.68%
2,141 $0
Q3 2021

Oct 27, 2021
SELL
$96.01 - $104.32 $2,784 - $3,025
-29 Reduced 1.38%
2,065 $416,000
Q2 2021

Jul 26, 2021
BUY
$97.42 - $106.53 $203,997 - $223,073
2,094 New
2,094 $434,000

Others Institutions Holding VIOO

# of Institutions
328
Shares Held
13.3M
Call Options Held
1K
Put Options Held
2.2K
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

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

Track Executive Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email