New Wave Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 20,731 shares of VBK stock, worth $5.49 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
20,731
Previous 19,412 6.79%
Holding current value
$5.49 Million
Previous $5.44 Billion 3.99%
% of portfolio
2.34%
Previous 2.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$247.97 - $296.33 $327,072 - $390,859
1,319 Added 6.79%
20,731 $5.22 Billion
Q4 2024

Jan 23, 2025
SELL
$264.18 - $304.19 $190,737 - $219,625
-722 Reduced 3.59%
19,412 $5.44 Billion
Q3 2024

Oct 23, 2024
BUY
$240.48 - $267.94 $4.84 Million - $5.39 Million
20,134 New
20,134 $5.38 Billion

Others Institutions Holding VBK

# of Institutions
1,208
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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