Moneywise, Inc. Vanguard Small Cap ETF Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Moneywise, Inc. holds 5,008 shares of VB stock, worth $1.11 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

5,008

Previous 5,209 3.86%

Holding current value

$1.11 Million

Previous $1.24 Million 2.59%

% of portfolio

0.65%

Previous 0.64%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$233.76 - $261.58 $46,985 - $52,577	-201 Reduced 3.86%	5,008 $1.2 Million
Q3 2024 Oct 21, 2024	SELL	$214.77 - $237.72 $87,411 - $96,752	-407 Reduced 7.25%	5,209 $1.24 Million
Q2 2024 Jul 17, 2024	SELL	$210.76 - $226.94 $23,394 - $25,190	-111 Reduced 1.94%	5,616 $1.22 Million
Q1 2024 Apr 22, 2024	SELL	$204.0 - $228.59 $58,956 - $66,062	-289 Reduced 4.8%	5,727 $1.31 Million
Q4 2023 Jan 29, 2024	SELL	$175.26 - $215.9 $57,660 - $71,031	-329 Reduced 5.19%	6,016 $1.28 Million
Q3 2023 Oct 23, 2023	SELL	$186.24 - $208.75 $195,365 - $218,978	-1,049 Reduced 14.19%	6,345 $1.2 Million
Q2 2023 Jul 24, 2023	SELL	$181.26 - $198.89 $36,795 - $40,374	-203 Reduced 2.67%	7,394 $1.47 Million
Q1 2023 Apr 21, 2023	BUY	$179.51 - $208.76 $125,477 - $145,923	699 Added 10.13%	7,597 $1.44 Million
Q4 2022 Jan 30, 2023	BUY	$172.82 - $196.57 $15,726 - $17,887	91 Added 1.34%	6,898 $1.27 Million
Q3 2022 Nov 03, 2022	BUY	$170.45 - $206.62 $13,806 - $16,736	81 Added 1.2%	6,807 $1.16 Million
Q2 2022 Aug 02, 2022	BUY	$170.7 - $214.67 $10,583 - $13,309	62 Added 0.93%	6,726 $1.19 Million
Q1 2022 Apr 20, 2022	SELL	$198.73 - $227.97 $17,686 - $20,289	-89 Reduced 1.32%	6,664 $1.42 Million
Q4 2021 Jan 12, 2022	SELL	$215.13 - $239.37 $206,739 - $230,034	-961 Reduced 12.46%	6,753 $1.53 Million
Q3 2021 Oct 12, 2021	BUY	$211.9 - $229.42 $134,344 - $145,452	634 Added 8.95%	7,714 $1.69 Million
Q2 2021 Jul 22, 2021	SELL	$211.77 - $228.05 $167,510 - $180,387	-791 Reduced 10.05%	7,080 $1.6 Million
Q1 2021 Apr 14, 2021	SELL	$191.53 - $223.48 $1,340 - $1,564	-7 Reduced 0.09%	7,871 $1.69 Million
Q4 2020 Jan 15, 2021	SELL	$156.0 - $196.91 $34,008 - $42,926	-218 Reduced 2.69%	7,878 $1.53 Million
Q3 2020 Oct 13, 2020	SELL	$143.34 - $162.04 $18,490 - $20,903	-129 Reduced 1.57%	8,096 $1.25 Million
Q2 2020 Jul 10, 2020	BUY	$106.26 - $156.76 $873,988 - $1.29 Million	8,225 New	8,225 $1.2 Million

Others Institutions Holding VB

# of Institutions

2,338

Shares Held

159M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

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