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

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

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 1,260 shares of VB stock, worth $312,114. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,260
Previous 1,502 16.11%
Holding current value
$312,114
Previous $356,000 15.17%
% of portfolio
0.12%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,210
Shares Held
157M
Call Options Held
102K
Put Options Held
34.7K
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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