Twin Peaks Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,053 shares of VB stock, worth $1.3 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

5,053

Previous 5,037 0.32%

Holding current value

$1.3 Million

Previous $1.05 Billion 18.37%

% of portfolio

0.4%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$193.73 - $237.37 $3,099 - $3,797	16 Added 0.32%	5,053 $1.24 Billion
Q1 2025 Apr 16, 2025	SELL	$217.89 - $252.64 $156,009 - $180,890	-716 Reduced 12.45%	5,037 $1.05 Billion
Q4 2024 Feb 04, 2025	BUY	$233.76 - $261.58 $97,010 - $108,555	415 Added 7.77%	5,753 $1.38 Billion
Q3 2024 Oct 25, 2024	BUY	$214.77 - $237.72 $322,799 - $357,293	1,503 Added 39.19%	5,338 $1.27 Billion
Q2 2024 Jul 31, 2024	BUY	$210.76 - $226.94 $191,159 - $205,834	907 Added 30.98%	3,835 $836 Million
Q1 2024 Apr 23, 2024	BUY	$204.0 - $228.59 $122,604 - $137,382	601 Added 25.83%	2,928 $669 Million
Q4 2023 Jan 17, 2024	BUY	$175.26 - $215.9 $407,830 - $502,399	2,327 New	2,327 $496 Million

Others Institutions Holding VB

# of Institutions

2,402

Shares Held

167M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History