Forvis Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 151,426 shares of VB stock, worth $34.2 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
151,426
Previous 158,345 4.37%
Holding current value
$34.2 Million
Previous $36.2 Million 8.79%
% of portfolio
0.83%
Previous 0.93%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$210.76 - $226.94 $1.46 Million - $1.57 Million
-6,919 Reduced 4.37%
151,426 $33 Million
Q1 2024

Apr 19, 2024
SELL
$204.0 - $228.59 $592,416 - $663,825
-2,904 Reduced 1.8%
158,345 $36.2 Million
Q4 2023

Jan 11, 2024
BUY
$175.26 - $215.9 $816,536 - $1.01 Million
4,659 Added 2.98%
161,249 $34.4 Million
Q3 2023

Oct 25, 2023
BUY
$186.24 - $208.75 $2.02 Million - $2.27 Million
10,873 Added 7.46%
156,590 $29.6 Million
Q2 2023

Aug 08, 2023
BUY
$181.26 - $198.89 $1.69 Million - $1.86 Million
9,346 Added 6.85%
145,717 $29 Million
Q1 2023

Apr 26, 2023
BUY
$179.51 - $208.76 $4.17 Million - $4.85 Million
23,231 Added 20.53%
136,371 $25.9 Million
Q4 2022

Feb 02, 2023
BUY
$179.99 - $196.57 $3.25 Million - $3.55 Million
18,076 Added 19.01%
113,140 $20.8 Million
Q3 2022

Oct 13, 2022
BUY
N/A
15,403 Added 19.34%
95,064 $16.2 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-24,594 Reduced 23.59%
79,661 $14 Million
Q1 2022

May 10, 2022
BUY
N/A
4,837 Added 4.87%
104,255 $22.2 Million
Q4 2021

Jan 14, 2022
BUY
N/A
3,391 Added 3.53%
99,418 $22.5 Million
Q3 2021

Oct 14, 2021
BUY
N/A
8,821 Added 10.12%
96,027 $21 Million
Q2 2021

Jul 14, 2021
BUY
N/A
11,134 Added 14.64%
87,206 $19.6 Million
Q1 2021

Apr 23, 2021
BUY
N/A
5,611 Added 7.96%
76,072 $16.3 Million
Q4 2020

Jan 22, 2021
BUY
N/A
8,942 Added 14.54%
70,461 $13.7 Million
Q3 2020

Nov 05, 2020
BUY
N/A
21,478 Added 53.64%
61,519 $9.46 Million
Q2 2020

Jul 15, 2020
BUY
N/A
33,678 Added 529.28%
40,041 $5.84 Million
Q1 2020

Apr 10, 2020
SELL
N/A
-730 Reduced 10.29%
6,363 $735,000
Q4 2019

Jan 13, 2020
SELL
N/A
-493 Reduced 6.5%
7,093 $1.18 Million
Q3 2019

Oct 29, 2019
BUY
N/A
1,215 Added 19.07%
7,586 $1.17 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-1,010 Reduced 13.68%
6,371 $998,000
Q1 2019

Apr 10, 2019
SELL
N/A
-771 Reduced 9.46%
7,381 $1.13 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-366 Reduced 4.3%
8,152 $1.08 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-50 Reduced 0.58%
8,518 $1.39 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-982 Reduced 10.28%
8,568 $1.33 Million
Q1 2018

May 25, 2018
BUY
N/A
35 Added 0.37%
9,550 $1.4 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-10,084 Reduced 51.45%
9,515 $1.44 Million
Q4 2017

Jan 18, 2018
BUY
N/A
16 Added 0.08%
19,599 $2.9 Million
Q3 2017

Oct 13, 2017
BUY
N/A
19,583
19,583 $2.77 Million

Others Institutions Holding VB

# of Institutions
2,025
Shares Held
146M
Call Options Held
63.7K
Put Options Held
17.3K
View Full List

About VANGUARD SMALL-CAP ETF

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