Strategies Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 140,039 shares of VBK stock, worth $39.3 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

140,039

Previous 132,836 5.42%

Holding current value

$39.3 Million

Previous $38.7 Billion 8.94%

% of portfolio

4.31%

Previous 4.82%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$247.97 - $296.33 $1.79 Million - $2.13 Million	7,203 Added 5.42%	140,039 $35.3 Billion
Q4 2024 Feb 13, 2025	BUY	$264.18 - $304.19 $2.97 Million - $3.42 Million	11,242 Added 9.25%	132,836 $38.7 Billion
Q3 2024 Oct 07, 2024	BUY	$240.48 - $267.94 $1.22 Million - $1.35 Million	5,053 Added 4.34%	121,594 $32.5 Billion
Q2 2024 Jul 29, 2024	BUY	$237.63 - $258.31 $2.66 Million - $2.89 Million	11,174 Added 10.6%	116,541 $29.2 Billion
Q1 2024 Apr 22, 2024	BUY	$231.0 - $260.72 $2.13 Million - $2.41 Million	9,232 Added 9.6%	105,367 $27.5 Billion
Q4 2023 Jan 22, 2024	BUY	$196.36 - $245.46 $933,691 - $1.17 Million	4,755 Added 5.2%	96,135 $23.2 Billion
Q3 2023 Oct 10, 2023	BUY	$210.59 - $239.48 $1.01 Million - $1.15 Million	4,795 Added 5.54%	91,380 $19.6 Billion
Q2 2023 Jul 12, 2023	BUY	$209.12 - $229.74 $544,757 - $598,472	2,605 Added 3.1%	86,585 $19.9 Billion
Q1 2023 Jun 27, 2023	BUY	$198.77 - $233.54 $996,434 - $1.17 Million	5,013 Added 6.35%	83,980 $18.2 Billion
Q4 2022 Jun 27, 2023	BUY	$192.0 - $216.09 $1.54 Million - $1.73 Million	8,002 Added 11.28%	78,967 $15.8 Billion
Q2 2022 Jun 27, 2023	BUY	$188.16 - $253.27 $1.81 Million - $2.44 Million	9,635 Added 15.71%	70,965 $14 Billion
Q1 2022 Jun 27, 2023	BUY	$224.28 - $282.83 $2.94 Million - $3.71 Million	13,105 Added 27.17%	61,330 $15.2 Billion
Q4 2021 Jun 26, 2023	BUY	$269.22 - $305.79 $13 Million - $14.7 Million	48,225 New	48,225 $13.6 Billion

Others Institutions Holding VBK

# of Institutions

1,235

Shares Held

44.7M

Call Options Held

51K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History