Selective Wealth Management, Inc. Vanguard Small Cap ETF Transaction History

Selective Wealth Management, Inc.

$332 Million
Q4 2025

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 1,237 shares of VB stock, worth $309,014. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,237

Previous 1,027 20.45%

Holding current value

$309,014

Previous $261,000 18.39%

% of portfolio

0.09%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$248.1 - $260.08 $52,101 - $54,616	210 Added 20.45%	1,237 $309,000
Q3 2025 Oct 10, 2025	BUY	$237.58 - $259.17 $712 - $777	3 Added 0.29%	1,027 $261,000
Q2 2025 Jul 10, 2025	SELL	$193.73 - $237.37 $28,090 - $34,418	-145 Reduced 12.4%	1,024 $242,000
Q1 2025 Apr 14, 2025	SELL	$217.89 - $252.64 $19,827 - $22,990	-91 Reduced 7.22%	1,169 $259,000
Q4 2024 Jan 15, 2025	SELL	$233.76 - $261.58 $56,569 - $63,302	-242 Reduced 16.11%	1,260 $302,000

Q3 2024 Oct 09, 2024	SELL	$214.77 - $237.72 $87,626 - $96,989	-408 Reduced 21.36%	1,502 $356,000
Q2 2024 Jul 10, 2024	SELL	$210.76 - $226.94 $9,273 - $9,985	-44 Reduced 2.25%	1,910 $416,000
Q1 2024 Apr 11, 2024	SELL	$204.0 - $228.59 $24,684 - $27,659	-121 Reduced 5.83%	1,954 $446,000
Q4 2023 Jan 05, 2024	SELL	$175.26 - $215.9 $62,217 - $76,644	-355 Reduced 14.61%	2,075 $442,000
Q3 2023 Oct 10, 2023	SELL	$186.24 - $208.75 $45,070 - $50,517	-242 Reduced 9.06%	2,430 $459,000
Q2 2023 Jul 11, 2023	BUY	$181.26 - $198.89 $20,663 - $22,673	114 Added 4.46%	2,672 $531,000
Q4 2022 Jan 23, 2023	SELL	$172.82 - $196.57 $15,899 - $18,084	-92 Reduced 3.47%	2,558 $0
Q3 2022 Oct 21, 2022	SELL	$170.45 - $206.62 $39,714 - $48,142	-233 Reduced 8.08%	2,650 $453,000
Q2 2022 Jul 28, 2022	BUY	$170.7 - $214.67 $438,186 - $551,057	2,567 Added 812.34%	2,883 $508,000
Q1 2022 Apr 20, 2022	BUY	$198.73 - $227.97 $62,798 - $72,038	316 New	316 $67,000
Q1 2021 Apr 09, 2021	SELL	$191.53 - $223.48 $57,459 - $67,044	-300 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$106.26 - $156.76 $31,878 - $47,028	300 New	300 $44,000

Others Institutions Holding VB

# of Institutions

2,490

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Selective Wealth Management, Inc. Vanguard Small Cap ETF Transaction History