A detailed history of Sweet Financial Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 7,715 shares of VB stock, worth $1.87 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
7,715
Previous 7,715 -0.0%
Holding current value
$1.87 Million
Previous $1.68 Million 8.8%
% of portfolio
0.41%
Previous 0.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$204.0 - $228.59 $1,224 - $1,371
6 Added 0.08%
7,715 $1.76 Million
Q4 2023

Jan 12, 2024

BUY
$175.26 - $215.9 $1,927 - $2,374
11 Added 0.14%
7,709 $1.64 Million
Q3 2023

Oct 23, 2023

BUY
$186.24 - $208.75 $1,489 - $1,670
8 Added 0.1%
7,698 $1.46 Million
Q2 2023

Jul 24, 2023

BUY
$181.26 - $198.89 $1,450 - $1,591
8 Added 0.1%
7,690 $1.53 Million
Q1 2023

Apr 14, 2023

BUY
$179.51 - $208.76 $1,615 - $1,878
9 Added 0.12%
7,682 $1.46 Million
Q4 2022

Jan 19, 2023

BUY
$172.82 - $196.57 $357,910 - $407,096
2,071 Added 36.97%
7,673 $0
Q1 2022

Apr 22, 2022

BUY
$198.73 - $227.97 $34,777 - $39,894
175 Added 3.22%
5,602 $1.19 Million
Q4 2021

Feb 07, 2022

BUY
$215.13 - $239.37 $1.17 Million - $1.3 Million
5,427 New
5,427 $1.23 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial Partners, 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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.