Stockman Wealth Management, Inc. Vanguard Small Cap ETF Transaction History

Stockman Wealth Management, Inc.

$654 Million
Q1 2025

A detailed history of Stockman Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 1,500 shares of VB stock, worth $324,225. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,500

Previous 2,089 28.2%

Holding current value

$324,225

Previous $501,000 33.73%

% of portfolio

0.05%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$217.89 - $252.64 $128,337 - $148,804	-589 Reduced 28.2%	1,500 $332,000
Q4 2024 Jan 28, 2025	SELL	$233.76 - $261.58 $74,569 - $83,444	-319 Reduced 13.25%	2,089 $501,000
Q3 2024 Nov 04, 2024	SELL	$214.77 - $237.72 $124,566 - $137,877	-580 Reduced 19.41%	2,408 $571,000
Q4 2023 Feb 01, 2024	SELL	$175.26 - $215.9 $68,877 - $84,848	-393 Reduced 11.62%	2,988 $637,000
Q3 2023 Oct 31, 2023	BUY	$186.24 - $208.75 $18,624 - $20,875	100 Added 3.05%	3,381 $639,000
Q2 2023 Aug 02, 2023	SELL	$181.26 - $198.89 $10,150 - $11,137	-56 Reduced 1.68%	3,281 $652,000
Q1 2023 May 04, 2023	BUY	$179.51 - $208.76 $10,052 - $11,690	56 Added 1.71%	3,337 $632,000
Q4 2022 Feb 07, 2023	SELL	$172.82 - $196.57 $15,035 - $17,101	-87 Reduced 2.58%	3,281 $602,000
Q2 2021 Aug 12, 2021	BUY	$211.77 - $228.05 $42,354 - $45,610	200 Added 6.31%	3,368 $759,000
Q4 2020 Feb 08, 2021	BUY	$156.0 - $196.91 $247,260 - $312,102	1,585 Added 100.13%	3,168 $617,000
Q3 2020 Nov 06, 2020	SELL	$143.34 - $162.04 $50,885 - $57,524	-355 Reduced 18.32%	1,583 $243,000
Q1 2020 May 06, 2020	BUY	$98.45 - $170.48 $12,798 - $22,162	130 Added 7.19%	1,938 $224,000
Q3 2019 Nov 12, 2019	SELL	$153.32 - $158.01 $11,499 - $11,850	-75 Reduced 3.98%	1,808 $278,000
Q1 2018 May 10, 2018	BUY	N/A	225 Added 13.57%	1,883 $277,000
Q4 2017 Feb 12, 2018	SELL	N/A	-500 Reduced 23.17%	1,658 $245,000
Q3 2017 Nov 14, 2017	BUY	N/A	2,158	2,158 $305,000

Others Institutions Holding VB

# of Institutions

2,348

Shares Held

159M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Stockman Wealth Management, Inc. Vanguard Small Cap ETF Transaction History