Lws Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 18,916 shares of VB stock, worth $4.72 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

18,916

Previous 18,857 0.31%

Holding current value

$4.72 Million

Previous $3.57 Million 13.18%

% of portfolio

1.58%

Previous 1.62%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$175.26 - $215.9 $10,340 - $12,738	59 Added 0.31%	18,916 $4.04 Million
Q3 2023 Nov 13, 2023	BUY	$186.24 - $208.75 $29,239 - $32,773	157 Added 0.84%	18,857 $3.57 Million
Q2 2023 Jul 28, 2023	BUY	$181.26 - $198.89 $158,421 - $173,829	874 Added 4.9%	18,700 $3.72 Million
Q1 2023 Apr 28, 2023	BUY	$179.51 - $208.76 $106,090 - $123,377	591 Added 3.43%	17,826 $3.38 Million
Q4 2022 Feb 14, 2023	SELL	$172.82 - $196.57 $1,728 - $1,965	-10 Reduced 0.06%	17,235 $3.16 Million
Q3 2022 Nov 14, 2022	BUY	$170.45 - $206.62 $64,089 - $77,689	376 Added 2.23%	17,245 $2.95 Million
Q2 2022 Aug 05, 2022	SELL	$170.7 - $214.67 $133,316 - $167,657	-781 Reduced 4.42%	16,869 $2.97 Million
Q1 2022 May 10, 2022	BUY	$198.73 - $227.97 $90,024 - $103,270	453 Added 2.63%	17,650 $3.75 Million
Q4 2021 Feb 02, 2022	BUY	$215.13 - $239.37 $137,037 - $152,478	637 Added 3.85%	17,197 $3.89 Million
Q3 2021 Nov 09, 2021	BUY	$211.9 - $229.42 $88,574 - $95,897	418 Added 2.59%	16,560 $3.62 Million
Q2 2021 Jul 23, 2021	BUY	$211.77 - $228.05 $258,571 - $278,449	1,221 Added 8.18%	16,142 $3.64 Million
Q1 2021 Apr 29, 2021	BUY	$191.53 - $223.48 $5,554 - $6,480	29 Added 0.19%	14,921 $3.19 Million
Q4 2020 Jan 20, 2021	SELL	$156.0 - $196.91 $25,272 - $31,899	-162 Reduced 1.08%	14,892 $2.9 Million
Q3 2020 Nov 10, 2020	BUY	$143.34 - $162.04 $6,880 - $7,777	48 Added 0.32%	15,054 $2.32 Million
Q2 2020 Aug 05, 2020	BUY	$106.26 - $156.76 $257,467 - $379,829	2,423 Added 19.26%	15,006 $2.19 Million
Q1 2020 May 04, 2020	BUY	$98.45 - $170.48 $1.1 Million - $1.9 Million	11,132 Added 767.2%	12,583 $1.45 Million
Q4 2019 Feb 06, 2020	BUY	$149.04 - $166.74 $216,257 - $241,939	1,451 New	1,451 $240,000

Others Institutions Holding VB

# of Institutions

2,106

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.

Account

Lws Wealth Advisors, Inc. Vanguard Small Cap ETF Transaction History