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

Sky Oak Wealth, LLC

$454 Million
Q1 2025

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 23,337 shares of VBK stock, worth $6.16 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

23,337

Previous 22,966 1.62%

Holding current value

$6.16 Million

Previous $6.43 Million 8.65%

% of portfolio

1.29%

Previous 1.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$247.97 - $296.33 $91,996 - $109,938	371 Added 1.62%	23,337 $5.88 Million
Q4 2024 Jan 24, 2025	SELL	$264.18 - $304.19 $17,435 - $20,076	-66 Reduced 0.29%	22,966 $6.43 Million
Q3 2024 Nov 04, 2024	SELL	$240.48 - $267.94 $366,732 - $408,608	-1,525 Reduced 6.21%	23,032 $6.16 Million
Q2 2024 Aug 12, 2024	BUY	$237.63 - $258.31 $16,634 - $18,081	70 Added 0.29%	24,557 $6.14 Million
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	$192.0 - $216.09 $307,968 - $346,608	-1,604 Reduced 5.82%	25,937 $0
Q3 2022 Oct 25, 2022	BUY	$192.77 - $237.17 $5,975 - $7,352	31 Added 0.11%	27,541 $5.37 Million
Q2 2022 Jul 26, 2022	BUY	$188.16 - $253.27 $5.18 Million - $6.97 Million	27,510 New	27,510 $5.42 Million
Q1 2020 May 04, 2020	SELL	$128.7 - $210.28 $351,350 - $574,064	-2,730 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$177.24 - $199.81 $483,865 - $545,481	2,730 New	2,730 $542,000

Others Institutions Holding VBK

# of Institutions

1,208

Shares Held

44.8M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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