Live Oak Private Wealth LLC Vanguard Small Cap ETF Transaction History

Live Oak Private Wealth LLC

  • $691 Million
  • Q3 2025

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 1,389 shares of VB stock, worth $360,139. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,389
Previous 1,314 5.71%
Holding current value
$360,139
Previous $311,000 13.5%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$237.58 - $259.17 $17,818 - $19,437
75 Added 5.71%
1,389 $353,000
Q2 2025

Aug 04, 2025
SELL
$193.73 - $237.37 $35,258 - $43,201
-182 Reduced 12.17%
1,314 $311,000
Q1 2025

Apr 22, 2025
BUY
$217.89 - $252.64 $61,009 - $70,739
280 Added 23.03%
1,496 $331,000
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

# of Institutions
2,405
Shares Held
166M
Call Options Held
73.6K
Put Options Held
16.3K
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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