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

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 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

1,063

Shares Held

41.3M

Call Options Held

30.1K

Put Options Held

19.9K

Bank Of America Corp Charlotte, NC

8.54M
Shares

$2.29 Billion
0.19% of portfolio
Jones Financial Companies Lllp

1.97M
Shares

$527 Million
0.57% of portfolio
Morgan Stanley New York, NY

1.7M
Shares

$456 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

1.57M
Shares

$420 Million
4.25% of portfolio
Assetmark, Inc

1.36M
Shares

$364 Million
1.06% of portfolio

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About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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