Sfg Wealth Management, Llc. Vanguard Small Cap ETF Transaction History

Sfg Wealth Management, Llc.

$194 Million
Q1 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 8,948 shares of VB stock, worth $1.93 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

8,948

Previous 3,953 126.36%

Holding current value

$1.93 Million

Previous $949,000 109.06%

% of portfolio

1.02%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$217.89 - $252.64 $1.09 Million - $1.26 Million	4,995 Added 126.36%	8,948 $1.98 Million
Q4 2024 Jan 16, 2025	SELL	$233.76 - $261.58 $14,259 - $15,956	-61 Reduced 1.52%	3,953 $949,000
Q3 2024 Oct 31, 2024	SELL	$214.77 - $237.72 $18,255 - $20,206	-85 Reduced 2.07%	4,014 $952,000
Q2 2024 Jul 19, 2024	BUY	$210.76 - $226.94 $337,216 - $363,104	1,600 Added 64.03%	4,099 $893,000
Q1 2024 Apr 26, 2024	BUY	$204.0 - $228.59 $59,976 - $67,205	294 Added 13.33%	2,499 $571,000
Q4 2023 Jan 19, 2024	SELL	$175.26 - $215.9 $2,453 - $3,022	-14 Reduced 0.63%	2,205 $470,000
Q3 2023 Oct 19, 2023	SELL	$186.24 - $208.75 $76,544 - $85,796	-411 Reduced 15.63%	2,219 $419,000
Q2 2023 Jul 14, 2023	BUY	$181.26 - $198.89 $31,539 - $34,606	174 Added 7.08%	2,630 $523,000
Q4 2022 Jan 31, 2023	SELL	$172.82 - $196.57 $30,070 - $34,203	-174 Reduced 6.62%	2,456 $450,000
Q3 2022 Oct 12, 2022	SELL	$170.45 - $206.62 $34,090 - $41,324	-200 Reduced 7.07%	2,630 $450,000
Q2 2022 Jul 13, 2022	SELL	$170.7 - $214.67 $34,140 - $42,934	-200 Reduced 6.6%	2,830 $498,000
Q1 2022 Apr 22, 2022	BUY	$198.73 - $227.97 $1,987 - $2,279	10 Added 0.33%	3,030 $644,000
Q4 2021 Feb 14, 2022	BUY	$215.13 - $239.37 $649,692 - $722,897	3,020 New	3,020 $683,000

Others Institutions Holding VB

# of Institutions

2,346

Shares Held

160M

Call Options Held

74.8K

Put Options Held

50.8K

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About VANGUARD SMALL-CAP ETF

Ticker VB
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Sfg Wealth Management, Llc. Vanguard Small Cap ETF Transaction History