Live Oak Private Wealth LLC Vanguard Small Cap ETF Transaction History

Live Oak Private Wealth LLC

  • $562 Million
  • Q1 2024

A detailed history of Live Oak Private Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,222 shares of VB stock, worth $266,249. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,222
Previous 1,216 0.49%
Holding current value
$266,249
Previous $259,000 7.72%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 23, 2024
BUY
$204.0 - $228.59 $1,224 - $1,371
6 Added 0.49%
1,222 $279,000
Q2 2021

Aug 02, 2021
SELL
N/A
-802 Reduced 39.74%
1,216 $274,000
Q1 2021

May 11, 2021
SELL
N/A
-13 Reduced 0.64%
2,018 $432,000
Q4 2020

Jan 26, 2021
BUY
N/A
13 Added 0.64%
2,031 $395,000
Q2 2020

Aug 03, 2020
BUY
N/A
2,018 New
2,018 $294,000

Others Institutions Holding VB

# of Institutions
1,974
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email