Strategic Family Wealth Counselors, L.L.C. Vanguard Small Cap ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 10,080 shares of VB stock, worth $2.53 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

10,080

Previous 10,236 1.52%

Holding current value

$2.53 Million

Previous $2.23 Million 7.17%

% of portfolio

0.85%

Previous 0.86%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$214.77 - $237.72 $33,504 - $37,084	-156 Reduced 1.52%	10,080 $2.39 Million
Q2 2024 Aug 14, 2024	BUY	$210.76 - $226.94 $25,080 - $27,005	119 Added 1.18%	10,236 $2.23 Million
Q1 2024 May 14, 2024	BUY	$204.0 - $228.59 $11,016 - $12,343	54 Added 0.54%	10,117 $2.31 Million
Q4 2023 Jan 29, 2024	BUY	$175.26 - $215.9 $93,764 - $115,506	535 Added 5.62%	10,063 $2.15 Million
Q3 2023 Nov 13, 2023	SELL	$186.24 - $208.75 $140,424 - $157,397	-754 Reduced 7.33%	9,528 $1.8 Million
Q2 2023 Aug 10, 2023	SELL	$181.26 - $198.89 $20,301 - $22,275	-112 Reduced 1.08%	10,282 $2.04 Million
Q1 2023 May 15, 2023	SELL	$179.51 - $208.76 $47,031 - $54,695	-262 Reduced 2.46%	10,394 $1.97 Million
Q4 2022 Jan 25, 2023	SELL	$172.82 - $196.57 $89,347 - $101,626	-517 Reduced 4.63%	10,656 $0
Q3 2022 Nov 10, 2022	BUY	$170.45 - $206.62 $168,063 - $203,727	986 Added 9.68%	11,173 $1.91 Million
Q2 2022 Aug 11, 2022	BUY	$170.7 - $214.67 $164,213 - $206,512	962 Added 10.43%	10,187 $1.79 Million
Q1 2022 May 04, 2022	BUY	$198.73 - $227.97 $162,759 - $186,707	819 Added 9.74%	9,225 $1.96 Million
Q4 2021 Feb 08, 2022	BUY	$215.13 - $239.37 $399,281 - $444,270	1,856 Added 28.34%	8,406 $1.9 Million
Q3 2021 Nov 09, 2021	BUY	$211.9 - $229.42 $25,004 - $27,071	118 Added 1.83%	6,550 $1.43 Million
Q2 2021 Jul 29, 2021	BUY	$211.77 - $228.05 $53,154 - $57,240	251 Added 4.06%	6,432 $1.45 Million
Q1 2021 May 10, 2021	SELL	$191.53 - $223.48 $574 - $670	-3 Reduced 0.05%	6,181 $1.32 Million
Q4 2020 Feb 16, 2021	BUY	$156.0 - $196.91 $8,580 - $10,830	55 Added 0.9%	6,184 $1.2 Million
Q3 2020 Oct 26, 2020	BUY	$143.34 - $162.04 $41,568 - $46,991	290 Added 4.97%	6,129 $943,000
Q2 2020 Jul 13, 2020	BUY	$106.26 - $156.76 $149,826 - $221,031	1,410 Added 31.84%	5,839 $851,000
Q1 2020 Apr 16, 2020	SELL	$98.45 - $170.48 $437,511 - $757,613	-4,444 Reduced 50.08%	4,429 $511,000
Q4 2019 Jan 17, 2020	BUY	$149.04 - $166.74 $364,104 - $407,345	2,443 Added 37.99%	8,873 $1.47 Million
Q3 2019 Oct 17, 2019	BUY	$153.32 - $158.01 $49,675 - $51,195	324 Added 5.31%	6,430 $990,000
Q2 2019 Jul 17, 2019	BUY	N/A	219 Added 3.72%	6,106 $957,000
Q1 2019 Apr 26, 2019	BUY	N/A	2,876 Added 95.52%	5,887 $900,000
Q4 2018 Jan 18, 2019	BUY	N/A	3,011 New	3,011 $397,000

Others Institutions Holding VB

# of Institutions

2,109

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account

Strategic Family Wealth Counselors, L.L.C. Vanguard Small Cap ETF Transaction History