Tobias Financial Advisors, Inc. Vanguard Small Cap Growth ETF Transaction History

Tobias Financial Advisors, Inc.

$431 Million
Q1 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 2,965 shares of VBK stock, worth $766,422. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,965

Previous 2,965 -0.0%

Holding current value

$766,422

Previous $716,000 7.96%

% of portfolio

0.18%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$196.36 - $245.46 $75,991 - $94,993	387 Added 15.01%	2,965 $716,000
Q3 2023 Nov 03, 2023	SELL	$210.59 - $239.48 $18,110 - $20,595	-86 Reduced 3.23%	2,578 $552,000
Q2 2023 Aug 03, 2023	BUY	$209.12 - $229.74 $35,132 - $38,596	168 Added 6.73%	2,664 $612,000
Q1 2023 Apr 24, 2023	SELL	$198.77 - $233.54 $18,883 - $22,186	-95 Reduced 3.67%	2,496 $540,000
Q4 2022 Feb 13, 2023	BUY	$195.34 - $216.09 $107,632 - $119,065	551 Added 27.01%	2,591 $519,000

Q3 2022 Nov 14, 2022	SELL	N/A	-1,570 Reduced 43.49%	2,040 $398,000
Q2 2022 Aug 12, 2022	BUY	N/A	3,610 New	3,610 $711,000
Q1 2020 May 13, 2020	SELL	N/A	-193 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	N/A	193 New	193 $38,000

Others Institutions Holding VBK

# of Institutions

1,069

Shares Held

39.7M

Call Options Held

45.9K

Put Options Held

17.7K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Tobias Financial Advisors, Inc. Vanguard Small Cap Growth ETF Transaction History