A detailed history of Paragon Private Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 851 shares of VB stock, worth $213,762. This represents 0.1% of its overall portfolio holdings.

Number of Shares
851
Previous 2,236 61.94%
Holding current value
$213,762
Previous $487,000 58.73%
% of portfolio
0.1%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$214.77 - $237.72 $297,456 - $329,242
-1,385 Reduced 61.94%
851 $201,000
Q2 2024

Aug 12, 2024

BUY
$210.76 - $226.94 $471,259 - $507,437
2,236 New
2,236 $487,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.