A detailed history of Hb Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 67,567 shares of VB stock, worth $17.4 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
67,567
Previous 70,395 4.02%
Holding current value
$17.4 Million
Previous $15.3 Million 4.42%
% of portfolio
0.17%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$214.77 - $237.72 $607,369 - $672,272
-2,828 Reduced 4.02%
67,567 $16 Million
Q2 2024

Jul 26, 2024

SELL
$210.76 - $226.94 $770,117 - $829,238
-3,654 Reduced 4.93%
70,395 $15.3 Million
Q1 2024

Apr 30, 2024

SELL
$204.0 - $228.59 $751,740 - $842,354
-3,685 Reduced 4.74%
74,049 $16.9 Million
Q4 2023

Jan 16, 2024

BUY
$175.26 - $215.9 $1.08 Million - $1.33 Million
6,182 Added 8.64%
77,734 $16.6 Million
Q3 2023

Oct 13, 2023

SELL
$186.24 - $208.75 $60,155 - $67,426
-323 Reduced 0.45%
71,552 $13.5 Million
Q2 2023

Jul 13, 2023

BUY
$181.26 - $198.89 $253,764 - $278,446
1,400 Added 1.99%
71,875 $14.3 Million
Q1 2023

Apr 13, 2023

SELL
$179.51 - $208.76 $179,689 - $208,968
-1,001 Reduced 1.4%
70,475 $13.4 Million
Q4 2022

Jan 20, 2023

SELL
$172.82 - $196.57 $699,229 - $795,322
-4,046 Reduced 5.36%
71,476 $0
Q3 2022

Oct 19, 2022

BUY
$170.45 - $206.62 $1.77 Million - $2.15 Million
10,382 Added 15.94%
75,522 $12.9 Million
Q2 2022

Jul 15, 2022

SELL
$170.7 - $214.67 $898,394 - $1.13 Million
-5,263 Reduced 7.48%
65,140 $11.5 Million
Q1 2022

May 16, 2022

BUY
$198.73 - $227.97 $2.33 Million - $2.68 Million
11,745 Added 20.02%
70,403 $15 Million
Q4 2021

Feb 15, 2022

BUY
$215.13 - $239.37 $12.6 Million - $14 Million
58,658 New
58,658 $13.3 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Hb Wealth Management, LLC Portfolio

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

News

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