Kestra Private Wealth Services, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 2,637 shares of VIOO stock, worth $285,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,637
Previous 2,637 -0.0%
Holding current value
$285,587
Previous $258,000 10.47%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$93.69 - $101.5 $8,432 - $9,135
90 Added 3.53%
2,637 $267,000
Q4 2023

Feb 05, 2024
BUY
$81.22 - $100.75 $1,868 - $2,317
23 Added 0.91%
2,547 $252,000
Q3 2023

Nov 07, 2023
SELL
$86.02 - $96.92 $4,387 - $4,942
-51 Reduced 1.98%
2,524 $220,000
Q2 2023

Aug 08, 2023
BUY
$83.72 - $92.04 $4,269 - $4,694
51 Added 2.02%
2,575 $236,000
Q1 2023

May 12, 2023
BUY
$84.73 - $197.41 $104,556 - $243,603
1,234 Added 95.66%
2,524 $224,000
Q4 2022

Jan 31, 2023
BUY
$82.54 - $189.04 $106,476 - $243,861
1,290 New
1,290 $223,000

Others Institutions Holding VIOO

# of Institutions
330
Shares Held
13.3M
Call Options Held
1K
Put Options Held
2.2K
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

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