Kestra Private Wealth Services, LLC Vanguard Small Cap Growth ETF Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 15,011 shares of VBK stock, worth $4.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,011
Previous 12,805 17.23%
Holding current value
$4.6 Million
Previous $3.22 Million 28.98%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 07, 2025
BUY
$219.76 - $276.94 $484,790 - $610,929
2,206 Added 17.23%
15,011 $4.16 Million
Q1 2025

May 05, 2025
BUY
$247.97 - $296.33 $499,163 - $596,512
2,013 Added 18.65%
12,805 $3.22 Million
Q4 2024

Jan 28, 2025
BUY
$264.18 - $304.19 $143,978 - $165,783
545 Added 5.32%
10,792 $3.02 Million
Q3 2024

Nov 13, 2024
SELL
$240.48 - $267.94 $297,714 - $331,709
-1,238 Reduced 10.78%
10,247 $2.74 Million
Q2 2024

Aug 12, 2024
BUY
$237.63 - $258.31 $60,595 - $65,869
255 Added 2.27%
11,485 $2.87 Million
Q1 2024

May 02, 2024
BUY
$231.0 - $260.72 $106,260 - $119,931
460 Added 4.27%
11,230 $2.93 Million
Q4 2023

Feb 05, 2024
BUY
$196.36 - $245.46 $617,159 - $771,480
3,143 Added 41.21%
10,770 $2.6 Million
Q3 2023

Nov 07, 2023
BUY
$210.59 - $239.48 $598,286 - $680,362
2,841 Added 59.36%
7,627 $1.63 Million
Q2 2023

Aug 08, 2023
BUY
$209.12 - $229.74 $138,646 - $152,317
663 Added 16.08%
4,786 $1.1 Million
Q1 2023

May 12, 2023
BUY
$198.77 - $233.54 $338,505 - $397,718
1,703 Added 70.37%
4,123 $892,000
Q4 2022

Jan 31, 2023
BUY
$192.0 - $216.09 $74,112 - $83,410
386 Added 18.98%
2,420 $485,000
Q3 2022

Nov 14, 2022
SELL
$192.77 - $237.17 $7,132 - $8,775
-37 Reduced 1.79%
2,034 $397,000
Q2 2022

Aug 12, 2022
BUY
$188.16 - $253.27 $11,854 - $15,956
63 Added 3.14%
2,071 $408,000
Q1 2022

May 26, 2022
SELL
$224.28 - $282.83 $2,018 - $2,545
-9 Reduced 0.45%
2,008 $0
Q4 2021

Jan 21, 2022
BUY
$269.22 - $305.79 $203,530 - $231,177
756 Added 59.95%
2,017 $0
Q3 2021

Oct 21, 2021
BUY
$273.65 - $297.37 $40,773 - $44,308
149 Added 13.4%
1,261 $0
Q2 2021

Jul 30, 2021
BUY
$260.67 - $292.07 $289,865 - $324,781
1,112 New
1,112 $0

Others Institutions Holding VBK

# of Institutions
1,248
Shares Held
44.6M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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