Trademark Financial Management, LLC Vanguard Small Cap ETF Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 1,970 shares of VB stock, worth $507,728. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,970
Previous 2,800 29.64%
Holding current value
$507,728
Previous $611 Million 23.48%
% of portfolio
0.37%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$214.77 - $237.72 $178,259 - $197,307
-830 Reduced 29.64%
1,970 $467 Million
Q2 2024

Jul 30, 2024
SELL
$210.76 - $226.94 $76,084 - $81,925
-361 Reduced 11.42%
2,800 $611 Million
Q1 2024

May 07, 2024
SELL
$204.0 - $228.59 $81,600 - $91,436
-400 Reduced 11.23%
3,161 $723 Million
Q4 2023

Feb 13, 2024
BUY
$175.26 - $215.9 $624,100 - $768,819
3,561 New
3,561 $760 Million

Others Institutions Holding VB

# of Institutions
2,106
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, 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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email