Paradigm, Strategies In Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$211.9 - $229.42 $43,439 - $47,031	-205 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$211.77 - $228.05 $9,106 - $9,806	-43 Reduced 17.34%	205 $46,000
Q1 2021 Apr 29, 2021	BUY	$191.53 - $223.48 $47,499 - $55,423	248 New	248 $53,000

Others Institutions Holding VB

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

Bank Of America Corp Charlotte, NC

25.1M
Shares

$6.09 Billion
0.5% of portfolio
Morgan Stanley New York, NY

7.34M
Shares

$1.78 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.21M
Shares

$1.75 Billion
1.76% of portfolio
Envestnet Asset Management Inc

5.21M
Shares

$1.26 Billion
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

5.13M
Shares

$1.25 Billion
0.28% of portfolio

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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