Pasadena Private Wealth, LLC Vanguard Small Cap ETF Transaction History

Pasadena Private Wealth, LLC

  • $476 Million
  • Q1 2025

A detailed history of Pasadena Private Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 1,193 shares of VB stock, worth $272,230. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,193
Previous 1,824 34.59%
Holding current value
$272,230
Previous $438,000 39.73%
% of portfolio
0.06%
Previous 0.1%

Shares

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

May 08, 2025
SELL
$217.89 - $252.64 $137,488 - $159,415
-631 Reduced 34.59%
1,193 $264,000
Q4 2024

Jan 31, 2025
BUY
$233.76 - $261.58 $197,527 - $221,035
845 Added 86.31%
1,824 $438,000
Q3 2024

Nov 08, 2024
BUY
$214.77 - $237.72 $210,259 - $232,727
979 New
979 $232,000

Others Institutions Holding VB

# of Institutions
2,368
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
Track This Portfolio

Track Pasadena Private Wealth, LLC Portfolio

Follow Pasadena Private Wealth, 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 Pasadena Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pasadena Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email