Hb Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 29,555 shares of VBK stock, worth $7.48 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

29,555

Previous 28,042 5.4%

Holding current value

$7.48 Million

Previous $7.5 Million 10.4%

% of portfolio

0.08%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$264.18 - $304.19 $399,704 - $460,239	1,513 Added 5.4%	29,555 $8.28 Million
Q3 2024 Oct 15, 2024	BUY	$240.48 - $267.94 $517,753 - $576,874	2,153 Added 8.32%	28,042 $7.5 Million
Q2 2024 Jul 26, 2024	BUY	$237.63 - $258.31 $655,621 - $712,677	2,759 Added 11.93%	25,889 $6.48 Million
Q1 2024 Apr 30, 2024	BUY	$231.0 - $260.72 $37,422 - $42,236	162 Added 0.71%	23,130 $6.03 Million
Q4 2023 Jan 16, 2024	SELL	$196.36 - $245.46 $19,243 - $24,055	-98 Reduced 0.42%	22,968 $5.55 Million
Q3 2023 Oct 13, 2023	BUY	$210.59 - $239.48 $632,822 - $719,637	3,005 Added 14.98%	23,066 $4.94 Million
Q2 2023 Jul 13, 2023	SELL	$209.12 - $229.74 $23,003 - $25,271	-110 Reduced 0.55%	20,061 $4.61 Million
Q1 2023 Apr 13, 2023	BUY	$198.77 - $233.54 $528,131 - $620,515	2,657 Added 15.17%	20,171 $4.37 Million
Q4 2022 Jan 20, 2023	SELL	$192.0 - $216.09 $350,976 - $395,012	-1,828 Reduced 9.45%	17,514 $0
Q3 2022 Oct 19, 2022	BUY	$192.77 - $237.17 $863,224 - $1.06 Million	4,478 Added 30.13%	19,342 $3.77 Million
Q2 2022 Jul 15, 2022	BUY	$188.16 - $253.27 $584,989 - $787,416	3,109 Added 26.45%	14,864 $2.93 Million
Q1 2022 May 16, 2022	BUY	$224.28 - $282.83 $835,218 - $1.05 Million	3,724 Added 46.37%	11,755 $2.92 Million
Q4 2021 Feb 15, 2022	BUY	$269.22 - $305.79 $2.16 Million - $2.46 Million	8,031 New	8,031 $2.26 Million

Others Institutions Holding VBK

# of Institutions

1,228

Shares Held

46.4M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
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Hb Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History