A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 14,098 shares of VB stock, worth $3.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,098
Previous 11,954 17.94%
Holding current value
$3.33 Million
Previous $2.61 Million 28.32%
% of portfolio
0.04%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$214.77 - $237.72 $460,466 - $509,671
2,144 Added 17.94%
14,098 $3.34 Million
Q2 2024

Jul 15, 2024

SELL
$210.76 - $226.94 $146,056 - $157,269
-693 Reduced 5.48%
11,954 $2.61 Million
Q1 2024

Apr 30, 2024

BUY
$204.0 - $228.59 $95,064 - $106,522
466 Added 3.83%
12,647 $2.89 Million
Q4 2023

Jan 25, 2024

BUY
$175.26 - $215.9 $278,312 - $342,849
1,588 Added 14.99%
12,181 $2.6 Million
Q3 2023

Nov 08, 2023

SELL
$186.24 - $208.75 $316,421 - $354,666
-1,699 Reduced 13.82%
10,593 $2 Million
Q2 2023

Aug 08, 2023

SELL
$181.26 - $198.89 $50,209 - $55,092
-277 Reduced 2.2%
12,292 $2.44 Million
Q1 2023

Apr 24, 2023

SELL
$179.51 - $208.76 $17,412 - $20,249
-97 Reduced 0.77%
12,569 $2.38 Million
Q4 2022

Feb 10, 2023

SELL
$172.82 - $196.57 $23,330 - $26,536
-135 Reduced 1.05%
12,666 $2.32 Million
Q4 2022

Jan 17, 2023

BUY
$172.82 - $196.57 $570,997 - $649,467
3,304 Added 34.79%
12,801 $0
Q3 2022

Oct 26, 2022

SELL
$170.45 - $206.62 $210,164 - $254,762
-1,233 Reduced 11.49%
9,497 $1.62 Million
Q2 2022

Jul 22, 2022

SELL
$170.7 - $214.67 $58,720 - $73,846
-344 Reduced 3.11%
10,730 $1.89 Million
Q1 2022

May 13, 2022

BUY
$198.73 - $227.97 $670,515 - $769,170
3,374 Added 43.82%
11,074 $2.35 Million
Q4 2021

Feb 11, 2022

BUY
$215.13 - $239.37 $1.66 Million - $1.84 Million
7,700 New
7,700 $1.74 Million
Q3 2021

Oct 26, 2021

SELL
$211.9 - $229.42 $349,423 - $378,313
-1,649 Closed
0 $0
Q2 2021

Jul 27, 2021

BUY
$211.77 - $228.05 $22,447 - $24,173
106 Added 6.87%
1,649 $372,000
Q1 2021

May 14, 2021

BUY
$191.53 - $223.48 $74,313 - $86,710
388 Added 33.59%
1,543 $330,000
Q4 2020

Feb 12, 2021

BUY
$156.0 - $196.91 $180,180 - $227,431
1,155 New
1,155 $225,000
Q4 2019

Feb 13, 2020

SELL
$149.04 - $166.74 $368,426 - $412,181
-2,472 Closed
0 $0
Q3 2019

Oct 22, 2019

SELL
$153.32 - $158.01 $13,645 - $14,062
-89 Reduced 3.48%
2,472 $380,000
Q2 2019

Jul 31, 2019

BUY
N/A
70 Added 2.81%
2,561 $401,000
Q1 2019

May 13, 2019

BUY
N/A
550 Added 28.34%
2,491 $381,000
Q4 2018

Feb 14, 2019

BUY
N/A
1,941 New
1,941 $256,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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