Gerber Kawasaki Wealth & Investment Management Vanguard Small Cap Growth ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$269.22 - $305.79 $172,839 - $196,317	-642 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$273.65 - $297.37 $54,729 - $59,474	-200 Reduced 23.75%	642 $179,000
Q2 2021 Aug 11, 2021	SELL	$260.67 - $292.07 $117,301 - $131,431	-450 Reduced 34.83%	842 $244,000
Q1 2021 May 07, 2021	BUY	$262.76 - $302.04 $339,485 - $390,235	1,292 New	1,292 $354,000

Others Institutions Holding VBK

# of Institutions

1,115

Shares Held

42.3M

Call Options Held

53.1K

Put Options Held

28.3K

Bank Of America Corp Charlotte, NC

9.28M
Shares

$2.76 Billion
0.21% of portfolio
Jones Financial Companies Lllp

1.95M
Shares

$582 Million
0.54% of portfolio
Morgan Stanley New York, NY

1.71M
Shares

$509 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

1.69M
Shares

$503 Million
4.13% of portfolio
Assetmark, Inc

1.41M
Shares

$419 Million
1.08% of portfolio

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About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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