Soundmark Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 21,550 shares of VB stock, worth $4.67 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
21,550
Previous 18,293 17.8%
Holding current value
$4.67 Million
Previous $3.9 Million 26.24%
% of portfolio
2.19%
Previous 1.93%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$204.0 - $228.59 $664,428 - $744,517
3,257 Added 17.8%
21,550 $4.93 Million
Q4 2023

Jan 09, 2024
SELL
$175.26 - $215.9 $71,681 - $88,303
-409 Reduced 2.19%
18,293 $3.9 Million
Q3 2023

Oct 10, 2023
BUY
$186.24 - $208.75 $647,742 - $726,032
3,478 Added 22.85%
18,702 $3.54 Million
Q2 2023

Jul 13, 2023
BUY
$181.26 - $198.89 $194,310 - $213,210
1,072 Added 7.57%
15,224 $3.03 Million
Q1 2023

Apr 10, 2023
BUY
$179.51 - $208.76 $459,007 - $533,799
2,557 Added 22.05%
14,152 $2.68 Million
Q4 2022

Jan 12, 2023
BUY
$179.99 - $196.57 $1.05 Million - $1.14 Million
5,810 Added 100.43%
11,595 $0
Q3 2022

Oct 12, 2022
BUY
N/A
2,356 Added 68.71%
5,785 $989,000
Q2 2022

Jul 11, 2022
SELL
N/A
-1,451 Reduced 29.73%
3,429 $604,000
Q1 2022

Apr 11, 2022
BUY
N/A
342 Added 7.54%
4,880 $1.04 Million
Q4 2021

Jan 18, 2022
BUY
N/A
49 Added 1.09%
4,538 $1.03 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-99 Reduced 2.16%
4,489 $982,000
Q2 2021

Jul 13, 2021
BUY
N/A
265 Added 6.13%
4,588 $1.03 Million
Q1 2021

Apr 14, 2021
BUY
N/A
1,956 Added 82.64%
4,323 $926,000
Q4 2020

Jan 27, 2021
BUY
N/A
2,367 New
2,367 $461,000

Others Institutions Holding VB

# of Institutions
1,971
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
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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