Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024

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 28,934 shares of VB stock, worth $7.23 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
28,934
Previous 29,342 1.39%
Holding current value
$7.23 Million
Previous $6.4 Billion 7.28%
% of portfolio
3.51%
Previous 3.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,106
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, 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 Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email