Sequoia Financial Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 2,484 shares of VBK stock, worth $628,377. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,484

Previous 2,115 17.45%

Holding current value

$628,377

Previous $565,000 23.01%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$264.18 - $304.19 $97,482 - $112,246	369 Added 17.45%	2,484 $695,000
Q3 2024 Oct 21, 2024	BUY	$240.48 - $267.94 $56,993 - $63,501	237 Added 12.62%	2,115 $565,000
Q2 2024 Jul 15, 2024	SELL	$237.63 - $258.31 $38,733 - $42,104	-163 Reduced 7.99%	1,878 $469,000
Q1 2024 Apr 30, 2024	SELL	$231.0 - $260.72 $27,951 - $31,547	-121 Reduced 5.6%	2,041 $532,000
Q4 2023 Jan 25, 2024	BUY	$196.36 - $245.46 $424,530 - $530,684	2,162 New	2,162 $522,000
Q2 2022 Jul 22, 2022	SELL	$188.16 - $253.27 $267,939 - $360,656	-1,424 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$224.28 - $282.83 $91,730 - $115,677	409 Added 40.3%	1,424 $353,000
Q4 2021 Feb 11, 2022	BUY	$269.22 - $305.79 $273,258 - $310,376	1,015 New	1,015 $286,000

Others Institutions Holding VBK

# of Institutions

1,227

Shares Held

45.9M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Vanguard Small Cap Growth ETF Transaction History