Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Family Wealth Partners, LLC

$219 Billion
Q1 2025

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 28,974 shares of VB stock, worth $6.63 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares

28,974

Previous 29,455 1.63%

Holding current value

$6.63 Million

Previous $7.08 Billion 9.22%

% of portfolio

2.93%

Previous 3.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$217.89 - $252.64 $104,805 - $121,519	-481 Reduced 1.63%	28,974 $6.43 Billion
Q4 2024 Jan 14, 2025	BUY	$233.76 - $261.58 $121,788 - $136,283	521 Added 1.8%	29,455 $7.08 Billion
Q3 2024 Oct 09, 2024	SELL	$214.77 - $237.72 $87,626 - $96,989	-408 Reduced 1.39%	28,934 $6.86 Billion
Q2 2024 Jul 10, 2024	BUY	$210.76 - $226.94 $698,669 - $752,306	3,315 Added 12.74%	29,342 $6.4 Billion
Q1 2024 Apr 16, 2024	SELL	$204.0 - $228.59 $565,284 - $633,422	-2,771 Reduced 9.62%	26,027 $5.95 Billion
Q4 2023 Mar 20, 2024	BUY	$175.26 - $215.9 $5.05 Million - $6.22 Million	28,798 New	28,798 $6.14 Billion

Others Institutions Holding VB

# of Institutions

2,367

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History