A detailed history of Grand Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 91 shares of VBK stock, worth $27,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares
91
Previous 118 22.88%
Holding current value
$27,882
Previous $29,000 13.79%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

SELL
$219.76 - $276.94 $5,933 - $7,477
-27 Reduced 22.88%
91 $25,000
Q1 2025

May 06, 2025

BUY
$247.97 - $296.33 $6,695 - $8,000
27 Added 29.67%
118 $29,000
Q3 2023

Nov 09, 2023

BUY
$210.59 - $239.48 $16,636 - $18,918
79 Added 658.33%
91 $19,000
Q2 2023

Aug 14, 2023

BUY
$209.12 - $229.74 $2,509 - $2,756
12 New
12 $2,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


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

Track Grand Wealth Management, LLC Portfolio

Follow Grand Wealth Management, 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 Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grand Wealth Management, LLC with notifications on news.