Perfromance Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Perfromance Wealth Partners, LLC

  • $2.77 Billion
  • Q1 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 10,796 shares of VB stock, worth $2.33 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,796
Previous 10,038 7.55%
Holding current value
$2.33 Million
Previous $2.41 Million 0.71%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Apr 22, 2025
BUY
$217.89 - $252.64 $165,160 - $191,501
758 Added 7.55%
10,796 $2.39 Million
Q4 2024

Jan 17, 2025
BUY
$233.76 - $261.58 $139,320 - $155,901
596 Added 6.31%
10,038 $2.41 Million
Q3 2024

Oct 10, 2024
BUY
$214.77 - $237.72 $193,722 - $214,423
902 Added 10.56%
9,442 $2.24 Million
Q2 2024

Jul 19, 2024
SELL
$210.76 - $226.94 $3.58 Million - $3.85 Million
-16,980 Reduced 66.54%
8,540 $1.86 Million
Q1 2024

Apr 30, 2024
SELL
$204.0 - $228.59 $2.94 Million - $3.29 Million
-14,396 Reduced 36.07%
25,520 $5.83 Million
Q4 2023

Jan 22, 2024
SELL
$175.26 - $215.9 $181,919 - $224,104
-1,038 Reduced 2.53%
39,916 $8.52 Million
Q3 2023

Oct 30, 2023
BUY
$186.24 - $208.75 $1.34 Million - $1.5 Million
7,207 Added 21.36%
40,954 $7.74 Million
Q2 2023

Jul 13, 2023
BUY
$181.26 - $198.89 $1.24 Million - $1.36 Million
6,861 Added 25.52%
33,747 $6.71 Million
Q1 2023

Apr 20, 2023
BUY
$179.51 - $208.76 $3.41 Million - $3.97 Million
19,017 Added 241.67%
26,886 $5.1 Million
Q4 2022

Jan 19, 2023
BUY
$172.82 - $196.57 $1.36 Million - $1.55 Million
7,869 New
7,869 $0

Others Institutions Holding VB

# of Institutions
2,346
Shares Held
160M
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
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