Liberty Wealth Management LLC Vanguard Small Cap ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 9,545 shares of VB stock, worth $2.49 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
9,545
Previous 9,363 1.94%
Holding current value
$2.49 Million
Previous $2.04 Million 11.03%
% of portfolio
0.4%
Previous 0.37%

Shares

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

Nov 01, 2024
BUY
$214.77 - $237.72 $39,088 - $43,265
182 Added 1.94%
9,545 $2.26 Million
Q2 2024

Aug 06, 2024
BUY
$210.76 - $226.94 $43,416 - $46,749
206 Added 2.25%
9,363 $2.04 Million
Q1 2024

May 02, 2024
BUY
$204.0 - $228.59 $1.78 Million - $1.99 Million
8,719 Added 1990.64%
9,157 $2.1 Million
Q4 2023

Feb 08, 2024
SELL
$175.26 - $215.9 $1.53 Million - $1.88 Million
-8,722 Reduced 95.22%
438 $93,000
Q3 2023

Nov 13, 2023
SELL
$186.24 - $208.75 $12,478 - $13,986
-67 Reduced 0.73%
9,160 $1.73 Million
Q2 2023

Aug 10, 2023
BUY
$181.26 - $198.89 $59,815 - $65,633
330 Added 3.71%
9,227 $1.84 Million
Q1 2023

May 03, 2023
SELL
$179.51 - $208.76 $222,053 - $258,236
-1,237 Reduced 12.21%
8,897 $1.69 Million
Q3 2022

Nov 15, 2022
SELL
$170.45 - $206.62 $20,283 - $24,587
-119 Reduced 1.16%
10,134 $1.73 Million
Q2 2022

Aug 15, 2022
BUY
$170.7 - $214.67 $15,021 - $18,890
88 Added 0.87%
10,253 $1.88 Million
Q1 2022

May 09, 2022
BUY
$198.73 - $227.97 $17,488 - $20,061
88 Added 0.87%
10,165 $2.14 Million
Q4 2021

Feb 15, 2022
SELL
$215.13 - $239.37 $26,030 - $28,963
-121 Reduced 1.19%
10,077 $2.28 Million
Q3 2021

Nov 15, 2021
BUY
$211.9 - $229.42 $419,773 - $454,481
1,981 Added 24.11%
10,198 $2.26 Million
Q2 2021

Aug 13, 2021
SELL
$211.77 - $228.05 $383 Million - $413 Million
-1,810,593 Reduced 99.55%
8,217 $1.82 Million
Q2 2021

Aug 13, 2021
BUY
$211.77 - $228.05 $383 Million - $412 Million
1,808,759 Added 17995.81%
1,818,810 $8.22 Million
Q4 2020

Feb 09, 2021
BUY
$156.0 - $196.91 $76,908 - $97,076
493 Added 5.16%
10,051 $2.04 Million
Q3 2020

Nov 05, 2020
BUY
$143.34 - $162.04 $12,040 - $13,611
84 Added 0.89%
9,558 $1.47 Million
Q2 2020

Aug 04, 2020
BUY
$106.26 - $156.76 $211,351 - $311,795
1,989 Added 26.57%
9,474 $1.38 Million
Q1 2020

Apr 27, 2020
BUY
$98.45 - $170.48 $50,504 - $87,456
513 Added 7.36%
7,485 $864,000
Q4 2019

Feb 05, 2020
BUY
$149.04 - $166.74 $77,202 - $86,371
518 Added 8.03%
6,972 $1.16 Million
Q3 2019

Oct 30, 2019
BUY
$153.32 - $158.01 $88,312 - $91,013
576 Added 9.8%
6,454 $993,000
Q2 2019

Jul 30, 2019
BUY
N/A
44 Added 0.75%
5,878 $921,000
Q1 2019

Apr 18, 2019
SELL
N/A
-57 Reduced 0.97%
5,834 $891,000
Q4 2018

Mar 26, 2019
BUY
N/A
5,891 New
5,891 $777,000

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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