Partnership Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Partnership Wealth Management, LLC

  • $120 Billion
  • Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 1,230 shares of VB stock, worth $277,168. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,230
Previous 1,082 13.68%
Holding current value
$277,168
Previous $257 Million 15.12%
% of portfolio
0.25%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
BUY
$233.76 - $261.58 $34,596 - $38,713
148 Added 13.68%
1,230 $296 Million
Q3 2024

Oct 08, 2024
SELL
$214.77 - $237.72 $84,404 - $93,423
-393 Reduced 26.64%
1,082 $257 Million
Q2 2024

Jul 03, 2024
SELL
$210.76 - $226.94 $38,990 - $41,983
-185 Reduced 11.14%
1,475 $322 Million
Q1 2024

Apr 10, 2024
BUY
$204.0 - $228.59 $612 - $685
3 Added 0.18%
1,660 $379 Million
Q4 2023

Feb 07, 2024
BUY
$175.26 - $215.9 $290,405 - $357,746
1,657 New
1,657 $344 Million

Others Institutions Holding VB

# of Institutions
2,338
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email