Org Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 620 shares of VB stock, worth $141,477. This represents 0.06% of its overall portfolio holdings.

Number of Shares
620
Previous 473 31.08%
Holding current value
$141,477
Previous $113,000 21.24%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Apr 21, 2025
BUY
$217.89 - $252.64 $32,029 - $37,138
147 Added 31.08%
620 $137,000
Q4 2024

Jan 10, 2025
BUY
$233.76 - $261.58 $83,452 - $93,384
357 Added 307.76%
473 $113,000
Q3 2024

Oct 11, 2024
BUY
$214.77 - $237.72 $24,913 - $27,575
116 New
116 $27.5 Million

Others Institutions Holding VB

# of Institutions
2,369
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
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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