Sightline Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Sightline Wealth Advisors, LLC

$181 Million
Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 6,259 shares of VB stock, worth $1.52 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

6,259

Previous 6,241 0.29%

Holding current value

$1.52 Million

Previous $1.36 Million 9.12%

% of portfolio

0.82%

Previous 0.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$214.77 - $237.72 $3,865 - $4,278	18 Added 0.29%	6,259 $1.48 Million
Q2 2024 Aug 02, 2024	SELL	$210.76 - $226.94 $14,753 - $15,885	-70 Reduced 1.11%	6,241 $1.36 Million
Q1 2024 Apr 24, 2024	BUY	$204.0 - $228.59 $206,856 - $231,790	1,014 Added 19.14%	6,311 $1.44 Million
Q4 2023 Jan 23, 2024	BUY	$175.26 - $215.9 $61,691 - $75,996	352 Added 7.12%	5,297 $1.13 Million
Q3 2023 Nov 01, 2023	BUY	$186.24 - $208.75 $141,728 - $158,858	761 Added 18.19%	4,945 $934,000
Q1 2023 May 02, 2023	BUY	$179.51 - $208.76 $289,190 - $336,312	1,611 Added 62.61%	4,184 $793,000
Q4 2022 Jan 26, 2023	BUY	$172.82 - $196.57 $444,665 - $505,774	2,573 New	2,573 $0

Others Institutions Holding VB

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Account

Sightline Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History