A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 921 shares of VB stock, worth $199,985. This represents 0.13% of its overall portfolio holdings.

Number of Shares
921
Previous 1,337 31.11%
Holding current value
$199,985
Previous $285 Million 26.21%
% of portfolio
0.13%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$204.0 - $228.59 $84,864 - $95,093
-416 Reduced 31.11%
921 $210 Million
Q4 2023

Apr 03, 2024

BUY
$175.26 - $215.9 $234,322 - $288,658
1,337 New
1,337 $285 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Pine Harbor Wealth Management, LLC Portfolio

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

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.