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 1,216 shares of VB stock, worth $294,454. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,216
Previous 1,230 1.14%
Holding current value
$294,454
Previous $268,000 7.46%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 22, 2024

SELL
$214.77 - $237.72 $3,006 - $3,328
-14 Reduced 1.14%
1,216 $288,000
Q2 2024

Jul 17, 2024

BUY
$210.76 - $226.94 $1,686 - $1,815
8 Added 0.65%
1,230 $268,000
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
$211.77 - $228.05 $169,839 - $182,896
-802 Reduced 39.74%
1,216 $274,000
Q1 2021

May 11, 2021

SELL
$191.53 - $223.48 $2,489 - $2,905
-13 Reduced 0.64%
2,018 $432,000
Q4 2020

Jan 26, 2021

BUY
$156.0 - $196.91 $2,028 - $2,559
13 Added 0.64%
2,031 $395,000
Q2 2020

Aug 03, 2020

BUY
$106.26 - $156.76 $214,432 - $316,341
2,018 New
2,018 $294,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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