Soltis Investment Advisors LLC Vanguard Small Cap Growth ETF Transaction History

Soltis Investment Advisors LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Soltis Investment Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 1,009 shares of VBK stock, worth $266,194. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,009
Previous 996 1.31%
Holding current value
$266,194
Previous $278,000 8.63%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$247.97 - $296.33 $3,223 - $3,852
13 Added 1.31%
1,009 $254,000
Q4 2024

Jan 29, 2025
BUY
$264.18 - $304.19 $13,209 - $15,209
50 Added 5.29%
996 $278,000
Q3 2024

Nov 18, 2024
SELL
$240.48 - $267.94 $6,492 - $7,234
-27 Reduced 2.77%
946 $252,000
Q2 2024

Aug 12, 2024
BUY
$237.63 - $258.31 $231,213 - $251,335
973 New
973 $243,000

Others Institutions Holding VBK

# of Institutions
1,209
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Soltis Investment Advisors LLC Portfolio

Follow Soltis Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email