Optimum Investment Advisors Vanguard Small Cap ETF Transaction History

Optimum Investment Advisors

  • $216 Million
  • Q1 2024

A detailed history of Optimum Investment Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 3,805 shares of VB stock, worth $827,891. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,805
Previous 3,250 17.08%
Holding current value
$827,891
Previous $693,000 25.4%
% of portfolio
0.4%
Previous 0.35%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$204.0 - $228.59 $113,220 - $126,867
555 Added 17.08%
3,805 $869,000
Q4 2023

Jan 08, 2024
SELL
$175.26 - $215.9 $10,515 - $12,954
-60 Reduced 1.81%
3,250 $693,000
Q4 2022

Jan 05, 2023
BUY
$179.99 - $196.57 $6,299 - $6,879
35 Added 1.07%
3,310 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-7 Reduced 0.21%
3,275 $560,000
Q4 2021

Mar 17, 2022
SELL
N/A
-5 Reduced 0.15%
3,282 $742,000
Q3 2021

Oct 22, 2021
BUY
N/A
115 Added 3.63%
3,287 $719,000
Q2 2021

Aug 02, 2021
SELL
N/A
-1,775 Reduced 35.88%
3,172 $715,000
Q1 2021

Apr 15, 2021
SELL
N/A
-1,045 Reduced 17.44%
4,947 $1.06 Million
Q4 2020

Jan 21, 2021
SELL
N/A
-7 Reduced 0.12%
5,992 $1.17 Million
Q3 2020

Oct 06, 2020
SELL
N/A
-750 Reduced 11.11%
5,999 $923,000
Q2 2020

Jul 16, 2020
BUY
N/A
243 Added 3.74%
6,749 $983,000
Q1 2020

Apr 21, 2020
SELL
N/A
-137 Reduced 2.06%
6,506 $751,000
Q4 2019

Jan 22, 2020
BUY
N/A
842 Added 14.51%
6,643 $1.1 Million
Q3 2019

Oct 17, 2019
BUY
N/A
45 Added 0.78%
5,801 $893,000
Q2 2019

Jul 29, 2019
SELL
N/A
-1,058 Reduced 15.53%
5,756 $902,000
Q1 2019

May 03, 2019
BUY
N/A
950 Added 16.2%
6,814 $1.04 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-247 Reduced 4.04%
5,864 $774,000
Q3 2018

Oct 05, 2018
SELL
N/A
-75 Reduced 1.21%
6,111 $994,000
Q2 2018

Oct 05, 2018
BUY
N/A
1,965 Added 46.55%
6,186 $963,000
Q1 2018

May 09, 2018
BUY
N/A
526 Added 14.24%
4,221 $620,000
Q4 2017

Jan 16, 2018
BUY
N/A
589 Added 18.96%
3,695 $546,000
Q3 2017

Nov 21, 2017
BUY
N/A
901 Added 40.86%
3,106 $439,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,205
2,205 $299,000

Others Institutions Holding VB

# of Institutions
1,970
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
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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