Sound Financial Strategies Group, LLC Vanguard Small Cap ETF Transaction History

Sound Financial Strategies Group, LLC

  • $106 Million
  • Q1 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 3,535 shares of VB stock, worth $806,651. This represents 0.74% of its overall portfolio holdings.

Number of Shares
3,535
Previous 3,013 17.32%
Holding current value
$806,651
Previous $723,000 8.3%
% of portfolio
0.74%
Previous 0.66%

Shares

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

May 09, 2025
BUY
$217.89 - $252.64 $113,738 - $131,878
522 Added 17.32%
3,535 $783,000
Q4 2024

Feb 06, 2025
SELL
$233.76 - $261.58 $63,582 - $71,149
-272 Reduced 8.28%
3,013 $723,000
Q3 2024

Nov 12, 2024
SELL
$214.77 - $237.72 $7,516 - $8,320
-35 Reduced 1.05%
3,285 $779,000
Q2 2024

Aug 12, 2024
BUY
$210.76 - $226.94 $699,723 - $753,440
3,320 New
3,320 $723,000

Others Institutions Holding VB

# of Institutions
2,368
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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