A detailed history of Gradient Investments LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Gradient Investments LLC holds 658 shares of VB stock, worth $154,491. This represents 0.0% of its overall portfolio holdings.

Number of Shares
658
Previous 379 73.61%
Holding current value
$154,491
Previous $86,000 66.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2024

BUY
$210.76 - $226.94 $58,802 - $63,316
279 Added 73.61%
658 $143,000
Q1 2024

Apr 23, 2024

BUY
$204.0 - $228.59 $1,020 - $1,142
5 Added 1.34%
379 $86,000
Q4 2023

Jan 18, 2024

BUY
$175.26 - $215.9 $51,526 - $63,474
294 Added 367.5%
374 $79,000
Q3 2023

Oct 27, 2023

BUY
$186.24 - $208.75 $744 - $835
4 Added 5.26%
80 $15,000
Q2 2023

Jul 11, 2023

BUY
$181.26 - $198.89 $11,419 - $12,530
63 Added 484.62%
76 $15,000
Q1 2023

Apr 17, 2023

SELL
$179.51 - $208.76 $3,949 - $4,592
-22 Reduced 62.86%
13 $2,000
Q4 2022

Jan 10, 2023

SELL
$172.82 - $196.57 $11,924 - $13,563
-69 Reduced 66.35%
35 $0
Q3 2022

Oct 14, 2022

SELL
$170.45 - $206.62 $32,215 - $39,051
-189 Reduced 64.51%
104 $18,000
Q2 2022

Jul 11, 2022

BUY
$170.7 - $214.67 $48,820 - $61,395
286 Added 4085.71%
293 $52,000
Q4 2021

Jan 12, 2022

BUY
$215.13 - $239.37 $1,505 - $1,675
7 New
7 $2,000
Q2 2021

Jul 12, 2021

SELL
$211.77 - $228.05 $105,885 - $114,025
-500 Closed
0 $0
Q1 2021

Apr 21, 2021

BUY
$191.53 - $223.48 $93,658 - $109,281
489 Added 4445.45%
500 $107,000
Q3 2020

Oct 06, 2020

BUY
$143.34 - $162.04 $1,576 - $1,782
11 New
11 $2,000
Q1 2020

Apr 07, 2020

SELL
$98.45 - $170.48 $1,279 - $2,216
-13 Closed
0 $0
Q4 2019

Jan 15, 2020

SELL
$149.04 - $166.74 $5,514 - $6,169
-37 Reduced 74.0%
13 $2,000
Q3 2019

Oct 10, 2019

BUY
$153.32 - $158.01 $7,666 - $7,900
50 New
50 $8,000
Q1 2019

Apr 11, 2019

SELL
N/A
-34 Closed
0 $0
Q4 2018

Jan 18, 2019

SELL
N/A
-16 Reduced 32.0%
34 $4,000
Q2 2018

Aug 09, 2018

SELL
N/A
-161 Reduced 76.3%
50 $8,000
Q1 2018

Apr 11, 2018

BUY
N/A
36 Added 20.57%
211 $31,000
Q4 2017

Feb 07, 2018

BUY
N/A
175
175 $26,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments 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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.