Sky Oak Wealth, LLC Vanguard Small Cap Growth ETF Transaction History

Sky Oak Wealth, LLC

$417 Million
Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 24,487 shares of VBK stock, worth $6.12 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

24,487

Previous 24,278 0.86%

Holding current value

$6.12 Million

Previous $5.87 Million 8.77%

% of portfolio

1.53%

Previous 1.53%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$231.0 - $260.72 $48,279 - $54,490	209 Added 0.86%	24,487 $6.38 Million
Q4 2023 Jan 12, 2024	SELL	$196.36 - $245.46 $104,463 - $130,584	-532 Reduced 2.14%	24,278 $5.87 Million
Q3 2023 Oct 24, 2023	SELL	$210.59 - $239.48 $52,226 - $59,391	-248 Reduced 0.99%	24,810 $5.31 Million
Q2 2023 Jul 20, 2023	BUY	$209.12 - $229.74 $73,610 - $80,868	352 Added 1.42%	25,058 $5.76 Million
Q1 2023 May 02, 2023	SELL	$198.77 - $233.54 $244,685 - $287,487	-1,231 Reduced 4.75%	24,706 $5.35 Million

Q4 2022 Jan 26, 2023	SELL	$195.34 - $216.09 $313,325 - $346,608	-1,604 Reduced 5.82%	25,937 $0
Q3 2022 Oct 25, 2022	BUY	N/A	31 Added 0.11%	27,541 $5.37 Million
Q2 2022 Jul 26, 2022	BUY	N/A	27,510 New	27,510 $5.42 Million
Q1 2020 May 04, 2020	SELL	N/A	-2,730 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	N/A	2,730 New	2,730 $542,000

Others Institutions Holding VBK

# of Institutions

1,064

Shares Held

39.7M

Call Options Held

45.9K

Put Options Held

17.7K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

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Sky Oak Wealth, LLC Vanguard Small Cap Growth ETF Transaction History