Moser Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Moser Wealth Advisors, LLC

$190 Million
Q3 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 2,614 shares of VB stock, worth $673,706. This represents 0.33% of its overall portfolio holdings.

Number of Shares

2,614

Previous 2,614 -0.0%

Holding current value

$673,706

Previous $569,000 8.96%

% of portfolio

0.33%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$175.26 - $215.9 $50,299 - $61,963	287 Added 12.33%	2,614 $557,000
Q3 2023 Nov 09, 2023	BUY	$186.24 - $208.75 $1,862 - $2,087	10 Added 0.43%	2,327 $439,000
Q2 2023 Aug 02, 2023	BUY	$181.26 - $198.89 $1,087 - $1,193	6 Added 0.26%	2,317 $460,000
Q2 2022 Aug 02, 2022	BUY	$170.7 - $214.67 $1,024 - $1,288	6 Added 0.26%	2,311 $407,000
Q1 2022 Apr 29, 2022	BUY	$198.73 - $227.97 $20,866 - $23,936	105 Added 4.77%	2,305 $490,000
Q4 2020 Jan 29, 2021	SELL	$156.0 - $196.91 $5,460 - $6,891	-35 Reduced 1.57%	2,200 $428,000
Q3 2020 Oct 26, 2020	SELL	$143.34 - $162.04 $35,835 - $40,510	-250 Reduced 10.06%	2,235 $344,000
Q1 2020 Apr 30, 2020	SELL	$98.45 - $170.48 $39,380 - $68,192	-400 Reduced 13.86%	2,485 $0
Q4 2019 Feb 12, 2020	BUY	$149.04 - $166.74 $429,980 - $481,044	2,885 New	2,885 $478,000

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

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Moser Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History