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 121,594 shares of VBK stock, worth $34.5 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
121,594
Previous 116,541 4.34%
Holding current value
$34.5 Million
Previous $29.2 Billion 11.53%
% of portfolio
4.35%
Previous 4.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.