Inspirion Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 111,503 shares of VBK stock, worth $32.9 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares

111,503

Previous 109,498 1.83%

Holding current value

$32.9 Million

Previous $27.4 Million 8.85%

% of portfolio

4.19%

Previous 4.21%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$240.48 - $267.94 $482,162 - $537,219	2,005 Added 1.83%	111,503 $29.8 Million
Q2 2024 Jul 12, 2024	BUY	$237.63 - $258.31 $626,867 - $681,421	2,638 Added 2.47%	109,498 $27.4 Million
Q1 2024 Apr 12, 2024	BUY	$231.0 - $260.72 $73,689 - $83,169	319 Added 0.3%	106,860 $27.9 Million
Q4 2023 Jan 10, 2024	BUY	$196.36 - $245.46 $293,165 - $366,471	1,493 Added 1.42%	106,541 $25.8 Million
Q3 2023 Oct 13, 2023	BUY	$210.59 - $239.48 $183,213 - $208,347	870 Added 0.84%	105,048 $22.5 Million
Q2 2023 Jul 20, 2023	BUY	$209.12 - $229.74 $409,247 - $449,601	1,957 Added 1.91%	104,178 $23.9 Million
Q1 2023 Apr 07, 2023	SELL	$198.77 - $233.54 $908,776 - $1.07 Million	-4,572 Reduced 4.28%	102,221 $22.1 Million
Q4 2022 Jan 18, 2023	SELL	$192.0 - $216.09 $774,144 - $871,274	-4,032 Reduced 3.64%	106,793 $0
Q3 2022 Oct 18, 2022	BUY	$192.77 - $237.17 $111,035 - $136,609	576 Added 0.52%	110,825 $21.6 Million
Q2 2022 Jul 27, 2022	BUY	$188.16 - $253.27 $275,842 - $371,293	1,466 Added 1.35%	110,249 $21.7 Million
Q1 2022 Apr 14, 2022	BUY	$224.28 - $282.83 $2.2 Million - $2.77 Million	9,790 Added 9.89%	108,783 $27 Million
Q4 2021 Jan 21, 2022	BUY	$269.22 - $305.79 $476,519 - $541,248	1,770 Added 1.82%	98,993 $27.9 Million
Q3 2021 Oct 08, 2021	BUY	$273.65 - $297.37 $916,727 - $996,189	3,350 Added 3.57%	97,223 $27.2 Million
Q2 2021 Jul 16, 2021	BUY	$260.67 - $292.07 $861,514 - $965,291	3,305 Added 3.65%	93,873 $27.2 Million
Q1 2021 Apr 15, 2021	BUY	$262.76 - $302.04 $657,951 - $756,308	2,504 Added 2.84%	90,568 $24.9 Million
Q4 2020 Jan 22, 2021	BUY	$216.78 - $272.28 $203,556 - $255,670	939 Added 1.08%	88,064 $23.6 Million
Q3 2020 Oct 14, 2020	BUY	$197.81 - $223.21 $1.52 Million - $1.71 Million	7,668 Added 9.65%	87,125 $18.7 Million
Q2 2020 Jul 09, 2020	BUY	$139.78 - $205.13 $4,193 - $6,153	30 Added 0.04%	79,457 $15.9 Million
Q1 2020 Apr 23, 2020	BUY	$128.7 - $210.28 $203,474 - $332,452	1,581 Added 2.03%	79,427 $11.9 Million
Q4 2019 Jan 14, 2020	BUY	$177.24 - $199.81 $84,366 - $95,109	476 Added 0.62%	77,846 $15.5 Million
Q3 2019 Oct 22, 2019	SELL	$181.04 - $188.72 $223,041 - $232,503	-1,232 Reduced 1.57%	77,370 $14.1 Million
Q2 2019 Jul 15, 2019	BUY	N/A	923 Added 1.19%	78,602 $14.6 Million
Q1 2019 Apr 16, 2019	BUY	N/A	4,113 Added 5.59%	77,679 $14 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-4,946 Reduced 6.3%	73,566 $11.1 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-485 Reduced 0.61%	78,512 $14.7 Million
Q2 2018 Jul 19, 2018	BUY	N/A	2,950 Added 3.88%	78,997 $13.9 Million
Q1 2018 Apr 18, 2018	BUY	N/A	4,211 Added 5.86%	76,047 $12.5 Million
Q4 2017 Jan 16, 2018	BUY	N/A	242 Added 0.34%	71,836 $11.6 Million
Q3 2017 Nov 14, 2017	BUY	N/A	71,594	71,594 $10.9 Million

Others Institutions Holding VBK

# of Institutions

1,117

Shares Held

42.2M

Call Options Held

53.1K

Put Options Held

28.3K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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Inspirion Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History