A detailed history of Surevest, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Surevest, LLC holds 195 shares of VBK stock, worth $55,339. This represents 0.01% of its overall portfolio holdings.

Number of Shares
195
Previous 118 65.25%
Holding current value
$55,339
Previous $23,000 65.22%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$192.77 - $237.17 $14,843 - $18,262
77 Added 65.25%
195 $38,000
Q2 2022

Aug 15, 2022

SELL
$188.16 - $253.27 $5,268 - $7,091
-28 Reduced 19.18%
118 $23,000
Q1 2022

May 16, 2022

BUY
$224.28 - $282.83 $7,625 - $9,616
34 Added 30.36%
146 $36,000
Q4 2021

Feb 11, 2022

BUY
$269.22 - $305.79 $30,152 - $34,248
112 New
112 $32,000

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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